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BALPX vs EMAAX
BALPX vs EMAAX Comparison Chart
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BALPX vs. EMAAX commentary
May 23, 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: 4.54B vs. EMAAX (48M). BALPX pays higher dividends than EMAAX: BALPX (1.38) vs EMAAX (0.67). BALPX was incepted earlier than EMAAX: BALPX (17 years) vs EMAAX (24 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 (32.00). 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 : 8.00 vs. BALPX (4.61). EMAAX return over 5 years is better than : 22.16 vs. BALPX (11.56).
| BALPX | EMAAX | BALPX / EMAAX | |
| Total Expense Ratio | 1.51 | 1.87 | 81% |
| Annual Report Gross Expense Ratio | 1.60 | 1.87 | 86% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 3.470 | 4.115 | 84% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.54B | 48M | 9,454% |
| Annual Yield % from dividends | 1.38 | 0.67 | 206% |
| Returns for 1 year | 4.61 | 8.00 | 58% |
| Returns for 3 years | 10.21 | 8.46 | 121% |
| Returns for 5 years | 11.56 | 22.16 | 52% |
| Returns for 10 years | -30.04 | 14.86 | -202% |
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