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BALPX vs EMACX
BALPX vs EMACX Comparison Chart
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BALPX vs. EMACX 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 EMACX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.51B vs. EMACX (48M). BALPX pays higher dividends than EMACX: BALPX (1.38) vs EMACX (0.00). BALPX was incepted earlier than EMACX: BALPX (17 years) vs EMACX (24 years). EMACX (2.62) is less costly to investors than BALPX (1.60). EMACX is a more actively managed with annual turnover of: 125.00 vs. BALPX (32.00). BALPX (1000) and EMACX (1000) have matching initial minimum investment requirements. EMACX annual gain was more profitable for investors over the last year : 5.97 vs. BALPX (3.86). EMACX return over 5 years is better than : 14.80 vs. BALPX (10.99).
| BALPX | EMACX | BALPX / EMACX | |
| Total Expense Ratio | 1.51 | 2.62 | 58% |
| Annual Report Gross Expense Ratio | 1.60 | 2.62 | 61% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 2.944 | 2.129 | 138% |
| 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 | 0.00 | - |
| Returns for 1 year | 3.86 | 5.97 | 65% |
| Returns for 3 years | 9.89 | 6.41 | 154% |
| Returns for 5 years | 10.99 | 14.80 | 74% |
| Returns for 10 years | -30.35 | 4.77 | -636% |
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