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BALPX vs BILPX
BALPX vs BILPX Comparison Chart in %
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BALPX vs. BILPX commentary
Nov 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALPX is a Hold and BILPX is a Hold.
FUNDAMENTALS
Fundamentals
BALPX (4.75B) and BILPX (4.75B) have equal amount of cash in the bank . BILPX (4.19) and BALPX (4.09) have matching dividends . BALPX was incepted earlier than BILPX: BALPX (18 years) vs BILPX (18 years). BALPX (1.60) is less costly to investors than BILPX (1.37). BALPX (81.00) and BILPX (81.00) have comparable annual turnover. BALPX has a lower initial minimum investment than BILPX: BALPX (1000) vs BILPX (2000000). BILPX annual gain was more profitable for investors over the last year : 6.49 vs. BALPX (6.16). BILPX return over 5 years is better than : 13.72 vs. BALPX (12.08).
| BALPX | BILPX | BALPX / BILPX | |
| Total Expense Ratio | 1.51 | 1.29 | 117% |
| Annual Report Gross Expense Ratio | 1.60 | 1.37 | 117% |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | 6.431 | 6.710 | 96% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.75B | 4.75B | 100% |
| Annual Yield % from dividends | 4.09 | 4.19 | 98% |
| Returns for 1 year | 6.16 | 6.49 | 95% |
| Returns for 3 years | 12.52 | 13.45 | 93% |
| Returns for 5 years | 12.08 | 13.72 | 88% |
| Returns for 10 years | 22.07 | 25.63 | 86% |
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