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BALPX vs EVDAX
BALPX vs EVDAX Comparison Chart in %
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BALPX vs. EVDAX commentary
Aug 08, 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 EVDAX is a Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.79B vs. EVDAX (96.2M). 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). EVDAX is a more actively managed with annual turnover of: 48.00 vs. BALPX (32.00). 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 (6.55) and BALPX (6.28) have marching annual gain over last year. EVDAX return over 5 years is better than : 56.15 vs. BALPX (15.03).
| 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 | 5.999 | 6.546 | 92% |
| Front Load | 5% | 3% | 210% |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.79B | 96.2M | 4,977% |
| Annual Yield % from dividends | 4.11 | 0.86 | 476% |
| Returns for 1 year | 6.28 | 6.55 | 96% |
| Returns for 3 years | 11.12 | -0.82 | -1,349% |
| Returns for 5 years | 15.03 | 56.15 | 27% |
| Returns for 10 years | 19.12 | 75.45 | 25% |
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