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BALPX vs EVDIX
BALPX vs EVDIX Comparison
Open Charts BALPX vs EVDIX
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BALPX vs EVDIX Comparison Chart
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BALPX vs. EVDIX commentary
Sep 19, 2024
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 EVDIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.88B vs. EVDIX (96M). BALPX pays higher dividends than EVDIX: BALPX (1.93) vs EVDIX (1.25). BALPX was incepted earlier than EVDIX: BALPX (17 years) vs EVDIX (14 years). EVDIX is a more actively managed with annual turnover of: 102.00 vs. BALPX (33.00). BALPX has a lower initial minimum investment than EVDIX: BALPX (1000) vs EVDIX (1000000). BALPX annual gain was more profitable for investors over the last year : 5.87 vs. EVDIX (3.25). EVDIX return over 5 years is better than : 51.74 vs. BALPX (6.20).
| BALPX | EVDIX | BALPX / EVDIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 2.208 | 6.224 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.88B | 96M | 5,084% |
| Annual Yield % from dividends | 1.93 | 1.25 | 154% |
| Returns for 1 year | 5.87 | 3.25 | 181% |
| Returns for 3 years | 5.98 | 1.95 | 306% |
| Returns for 5 years | 6.20 | 51.74 | 12% |
| Returns for 10 years | -30.51 | 62.43 | -49% |
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