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BALPX vs EVDAX
BALPX vs EVDAX Comparison Chart in %
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BALPX vs. EVDAX commentary
Aug 30, 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 EVDAX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.85B vs. EVDAX (97.3M). BALPX pays higher dividends than EVDAX: BALPX (4.11) vs EVDAX (0.86). BALPX was incepted earlier than EVDAX: BALPX (18 years) vs EVDAX (22 years). EVDAX (2.11) is less costly to investors than BALPX (1.60). BALPX is a more actively managed with annual turnover of: 81.00 vs. EVDAX (48.00). BALPX initial investment is less costly to investors than EVDAX (3%) vs EVDAX (3%). BALPX has a lower initial minimum investment than EVDAX: BALPX (1000) vs EVDAX (2000). EVDAX annual gain was more profitable for investors over the last year : 7.28 vs. BALPX (5.50). EVDAX return over 5 years is better than : 54.13 vs. BALPX (14.75).
| BALPX | EVDAX | BALPX / EVDAX | |
| Total Expense Ratio | 1.51 | 2.02 | 75% |
| Annual Report Gross Expense Ratio | 1.60 | 2.11 | 76% |
| Fund Existence | 18 years | 22 years | - |
| Gain YTD | 6.431 | 8.560 | 75% |
| Front Load | 5% | 3% | 210% |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.85B | 97.3M | 4,980% |
| Annual Yield % from dividends | 4.11 | 0.86 | 476% |
| Returns for 1 year | 5.50 | 7.28 | 76% |
| Returns for 3 years | 12.16 | 1.19 | 1,022% |
| Returns for 5 years | 14.75 | 54.13 | 27% |
| Returns for 10 years | 20.82 | 84.55 | 25% |
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