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
May 09, 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: 4.51B vs. EAAAX (48M). BALPX pays higher dividends than EAAAX: BALPX (1.38) vs EAAAX (0.64). 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 : 6.80 vs. BALPX (3.86). EAAAX return over 5 years is better than : 20.46 vs. BALPX (10.99).
| 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 | 2.944 | 2.416 | 122% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.51B | 48M | 9,385% |
| Annual Yield % from dividends | 1.38 | 0.64 | 217% |
| Returns for 1 year | 3.86 | 6.80 | 57% |
| Returns for 3 years | 9.89 | 8.85 | 112% |
| Returns for 5 years | 10.99 | 20.46 | 54% |
| Returns for 10 years | -30.35 | 15.13 | -201% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers