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BALPX vs EMACX
BALPX vs EMACX Comparison Chart
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BALPX vs. EMACX commentary
Jun 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 EMACX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.58B vs. EMACX (47.9M). BALPX pays higher dividends than EMACX: BALPX (1.36) 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 : 7.04 vs. BALPX (5.46). BALPX (10.20) and EMACX (10.07) have equivalent 5 years return.
| 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 | 4.416 | 4.338 | 102% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 47.9M | 9,564% |
| Annual Yield % from dividends | 1.36 | 0.00 | - |
| Returns for 1 year | 5.46 | 7.04 | 78% |
| Returns for 3 years | 10.74 | 4.92 | 218% |
| Returns for 5 years | 10.20 | 10.07 | 101% |
| Returns for 10 years | -29.02 | 7.04 | -412% |
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