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BALPX vs EMAYX
BALPX vs EMAYX Comparison Chart
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BALPX vs. EMAYX commentary
Apr 11, 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 EMAYX is a Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.55B vs. EMAYX (46.5M). EMAYX pays higher dividends than BALPX: EMAYX (1.48) vs BALPX (1.40). BALPX was incepted earlier than EMAYX: BALPX (17 years) vs EMAYX (24 years). EMAYX (1.62) and BALPX (1.60) have similar cost to investors . EMAYX is a more actively managed with annual turnover of: 125.00 vs. BALPX (32.00). BALPX has a lower initial minimum investment than EMAYX: BALPX (1000) vs EMAYX (500000). EMAYX annual gain was more profitable for investors over the last year : 3.83 vs. BALPX (2.59). EMAYX return over 5 years is better than : 24.10 vs. BALPX (12.08).
| BALPX | EMAYX | BALPX / EMAYX | |
| Total Expense Ratio | 1.51 | 1.01 | 150% |
| Annual Report Gross Expense Ratio | 1.60 | 1.62 | 99% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 1.367 | -1.499 | -91% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55B | 46.5M | 9,776% |
| Annual Yield % from dividends | 1.40 | 1.48 | 94% |
| Returns for 1 year | 2.59 | 3.83 | 68% |
| Returns for 3 years | 6.37 | 1.25 | 509% |
| Returns for 5 years | 12.08 | 24.10 | 50% |
| Returns for 10 years | -31.47 | 17.44 | -180% |
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