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BALPX vs EAAAX
BALPX vs EAAAX Comparison Chart in %
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BALPX vs. EAAAX commentary
Sep 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 Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.87B vs. EAAAX (52.8M). BALPX pays higher dividends than EAAAX: BALPX (4.08) vs EAAAX (0.57). BALPX was incepted earlier than EAAAX: BALPX (18 years) vs EAAAX (16 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 (81.00). BALPX (1000) and EAAAX (1000) have matching initial minimum investment requirements. EAAAX annual gain was more profitable for investors over the last year : 14.53 vs. BALPX (6.27). EAAAX return over 5 years is better than : 23.10 vs. BALPX (15.00).
| BALPX | EAAAX | BALPX / EAAAX | |
| Total Expense Ratio | 1.51 | 1.87 | 81% |
| Annual Report Gross Expense Ratio | 1.60 | 1.87 | 86% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 6.431 | 14.027 | 46% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.87B | 52.8M | 9,229% |
| Annual Yield % from dividends | 4.08 | 0.57 | 716% |
| Returns for 1 year | 6.27 | 14.53 | 43% |
| Returns for 3 years | 12.52 | 24.00 | 52% |
| Returns for 5 years | 15.00 | 23.10 | 65% |
| Returns for 10 years | 20.42 | 31.22 | 65% |
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