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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
Jul 14, 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 StrongBuy and EVDAX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.89B vs. EVDAX (121M). BALPX pays higher dividends than EVDAX: BALPX (3.32) 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). BALPX (4.49) and EVDAX (4.33) have marching annual gain over last year. BALPX return over 5 years is better than : 13.18 vs. EVDAX (9.67).
| 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 | 2.837 | 2.325 | 122% |
| Front Load | 5% | 3% | 210% |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.89B | 121M | 4,040% |
| Annual Yield % from dividends | 3.32 | 0.20 | 1,656% |
| Returns for 1 year | 4.49 | 4.33 | 104% |
| Returns for 3 years | 17.01 | 11.41 | 149% |
| Returns for 5 years | 13.18 | 9.67 | 136% |
| Returns for 10 years | 31.92 | 100.15 | 32% |
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