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BALPX vs EVDIX
BALPX vs EVDIX Comparison
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BALPX vs EVDIX Comparison Chart in %
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BALPX vs. EVDIX commentary
Aug 03, 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 EVDIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.76B vs. EVDIX (124M). BALPX pays higher dividends than EVDIX: BALPX (0.67) vs EVDIX (0.33). BALPX was incepted earlier than EVDIX: BALPX (19 years) vs EVDIX (16 years). EVDIX (1.84) is less costly to investors than BALPX (1.60). BALPX is a more actively managed with annual turnover of: 81.00 vs. EVDIX (76.80). BALPX has a lower initial minimum investment than EVDIX: BALPX (1000) vs EVDIX (1000000). EVDIX annual gain was more profitable for investors over the last year : 6.76 vs. BALPX (2.33). BALPX (14.56) and EVDIX (14.37) have equivalent 5 years return.
| BALPX | EVDIX | BALPX / EVDIX | |
| Total Expense Ratio | 1.51 | 1.74 | 87% |
| Annual Report Gross Expense Ratio | 1.60 | 1.84 | 87% |
| Fund Existence | 19 years | 16 years | - |
| Gain YTD | 0.912 | 3.584 | 25% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.76B | 124M | 3,838% |
| Annual Yield % from dividends | 0.67 | 0.33 | 200% |
| Returns for 1 year | 2.33 | 6.76 | 35% |
| Returns for 3 years | 14.70 | 13.38 | 110% |
| Returns for 5 years | 14.56 | 14.37 | 101% |
| Returns for 10 years | 29.45 | 110.30 | 27% |
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