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BALPX vs EMAYX
BALPX vs EMAYX Comparison Chart in %
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BALPX vs. EMAYX commentary
Jul 17, 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 EMAYX is a Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.54B vs. EMAYX (50.9M). EMAYX (1.41) and BALPX (1.34) have matching dividends . BALPX was incepted earlier than EMAYX: BALPX (18 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 : 9.57 vs. BALPX (6.50). EMAYX return over 5 years is better than : 25.16 vs. BALPX (15.18).
| BALPX | EMAYX | BALPX / EMAYX | |
| Total Expense Ratio | 1.51 | 1.01 | 150% |
| Annual Report Gross Expense Ratio | 1.60 | 1.62 | 99% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 5.783 | 9.681 | 60% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.54B | 50.9M | 8,914% |
| Annual Yield % from dividends | 1.34 | 1.41 | 95% |
| Returns for 1 year | 6.50 | 9.57 | 68% |
| Returns for 3 years | 12.92 | 21.11 | 61% |
| Returns for 5 years | 15.18 | 25.16 | 60% |
| Returns for 10 years | 18.22 | 30.39 | 60% |
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