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BALPX vs EMAAX
BALPX vs EMAAX Comparison Chart in %
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BALPX vs. EMAAX commentary
Sep 06, 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 EMAAX is a Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.87B vs. EMAAX (52.8M). BALPX pays higher dividends than EMAAX: BALPX (4.08) vs EMAAX (0.60). BALPX was incepted earlier than EMAAX: BALPX (18 years) vs EMAAX (25 years). EMAAX (1.87) is less costly to investors than BALPX (1.60). EMAAX is a more actively managed with annual turnover of: 125.00 vs. BALPX (81.00). EMAAX initial investment is less costly to investors than BALPX (5%) vs BALPX (5%). BALPX (1000) and EMAAX (1000) have matching initial minimum investment requirements. EMAAX annual gain was more profitable for investors over the last year : 14.24 vs. BALPX (6.16). EMAAX return over 5 years is better than : 22.63 vs. BALPX (14.89).
| BALPX | EMAAX | BALPX / EMAAX | |
| Total Expense Ratio | 1.51 | 1.87 | 81% |
| Annual Report Gross Expense Ratio | 1.60 | 1.87 | 86% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 6.323 | 13.786 | 46% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.87B | 52.8M | 9,220% |
| Annual Yield % from dividends | 4.08 | 0.60 | 682% |
| Returns for 1 year | 6.16 | 14.24 | 43% |
| Returns for 3 years | 12.40 | 23.72 | 52% |
| Returns for 5 years | 14.89 | 22.63 | 66% |
| Returns for 10 years | 20.29 | 29.21 | 69% |
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