Interact to see
Advertisement
Advertisement
BALPX vs EAAAX
BALPX vs EAAAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALPX vs. EAAAX commentary
Jun 07, 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 Buy and EAAAX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.58B vs. EAAAX (47.9M). BALPX pays higher dividends than EAAAX: BALPX (1.36) vs EAAAX (0.62). BALPX was incepted earlier than EAAAX: BALPX (17 years) vs EAAAX (15 years). EAAAX (1.87) is less costly to investors than BALPX (1.60). EAAAX is a more actively managed with annual turnover of: 125.00 vs. BALPX (32.00). BALPX (1000) and EAAAX (1000) have matching initial minimum investment requirements. EAAAX annual gain was more profitable for investors over the last year : 7.84 vs. BALPX (5.46). EAAAX return over 5 years is better than : 15.37 vs. BALPX (10.20).
| BALPX | EAAAX | BALPX / EAAAX | |
| Total Expense Ratio | 1.51 | 1.87 | 81% |
| Annual Report Gross Expense Ratio | 1.60 | 1.87 | 86% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 4.416 | 4.631 | 95% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 47.9M | 9,564% |
| Annual Yield % from dividends | 1.36 | 0.62 | 218% |
| Returns for 1 year | 5.46 | 7.84 | 70% |
| Returns for 3 years | 10.74 | 7.25 | 148% |
| Returns for 5 years | 10.20 | 15.37 | 66% |
| Returns for 10 years | -29.02 | 17.62 | -165% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement