Ad is loading...
Ad is loading...
BALPX vs EAAAX
BALPX vs EAAAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALPX vs. EAAAX commentary
Nov 18, 2024
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 StrongBuy and EAAAX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.75B vs. EAAAX (50.5M). BALPX pays higher dividends than EAAAX: BALPX (1.93) vs EAAAX (0.00). BALPX was incepted earlier than EAAAX: BALPX (17 years) vs EAAAX (15 years). EAAAX is a more actively managed with annual turnover of: 171.00 vs. BALPX (33.00). BALPX (1000) and EAAAX (1000) have matching initial minimum investment requirements. EAAAX annual gain was more profitable for investors over the last year : 11.45 vs. BALPX (5.34). EAAAX return over 5 years is better than : 6.32 vs. BALPX (4.67).
| BALPX | EAAAX | BALPX / EAAAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 1.367 | 8.176 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.75B | 50.5M | 9,406% |
| Annual Yield % from dividends | 1.93 | 0.00 | - |
| Returns for 1 year | 5.34 | 11.45 | 47% |
| Returns for 3 years | 4.77 | -7.47 | -64% |
| Returns for 5 years | 4.67 | 6.32 | 74% |
| Returns for 10 years | -32.47 | 20.35 | -160% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ECOIX | 9.33 | 0.05 | +0.54% |
| Ecofin Global Renewables Infras Ins | |||
| CSERX | 37.56 | -0.21 | -0.56% |
| Columbia Select Large Cap Value Adv | |||
| SSLCX | 51.58 | -0.54 | -1.04% |
| DWS Small Cap Core S | |||
| LUSOX | 11.57 | -0.17 | -1.45% |
| Lazard US Systematic Small Cap Eq Open | |||
| FUQIX | 21.79 | -0.38 | -1.71% |
| Fidelity SAI US Quality Index | |||