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BALPX vs EVDAX
BALPX vs EVDAX Comparison
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BALPX vs EVDAX Comparison Chart in %
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BALPX vs. EVDAX commentary
Jun 24, 2026
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: 4.91B vs. EVDAX (117M). BALPX pays higher dividends than EVDAX: BALPX (3.34) vs EVDAX (0.20). BALPX was incepted earlier than EVDAX: BALPX (19 years) vs EVDAX (23 years). EVDAX (2.10) is less costly to investors than BALPX (1.60). BALPX is a more actively managed with annual turnover of: 81.00 vs. EVDAX (76.80). 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 (5.14) and BALPX (5.03) have marching annual gain over last year. BALPX return over 5 years is better than : 11.15 vs. EVDAX (6.67).
| BALPX | EVDAX | BALPX / EVDAX | |
| Total Expense Ratio | 1.51 | 2.00 | 76% |
| Annual Report Gross Expense Ratio | 1.60 | 2.10 | 76% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 2.026 | 1.999 | 101% |
| Front Load | 5% | 3% | 210% |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.91B | 117M | 4,197% |
| Annual Yield % from dividends | 3.34 | 0.20 | 1,691% |
| Returns for 1 year | 5.03 | 5.14 | 98% |
| Returns for 3 years | 17.61 | 11.78 | 150% |
| Returns for 5 years | 11.15 | 6.67 | 167% |
| Returns for 10 years | 30.72 | 108.22 | 28% |
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