Interact to see
Advertisement
Advertisement
BALPX vs EMACX
BALPX vs EMACX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALPX vs. EMACX commentary
Nov 20, 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 Hold and EMACX is a Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.75B vs. EMACX (51.7M). BALPX pays higher dividends than EMACX: BALPX (4.09) vs EMACX (0.00). BALPX was incepted earlier than EMACX: BALPX (18 years) vs EMACX (25 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 (81.00). BALPX (1000) and EMACX (1000) have matching initial minimum investment requirements. EMACX annual gain was more profitable for investors over the last year : 10.60 vs. BALPX (6.16). BALPX return over 5 years is better than : 12.08 vs. EMACX (11.45).
| BALPX | EMACX | BALPX / EMACX | |
| Total Expense Ratio | 1.51 | 2.62 | 58% |
| Annual Report Gross Expense Ratio | 1.60 | 2.62 | 61% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 6.431 | 14.353 | 45% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.75B | 51.7M | 9,182% |
| Annual Yield % from dividends | 4.09 | 0.00 | - |
| Returns for 1 year | 6.16 | 10.60 | 58% |
| Returns for 3 years | 12.52 | 21.75 | 58% |
| Returns for 5 years | 12.08 | 11.45 | 106% |
| Returns for 10 years | 22.07 | 19.34 | 114% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement