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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
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 EVDIX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.91B vs. EVDIX (117M). BALPX pays higher dividends than EVDIX: BALPX (3.34) vs EVDIX (0.34). 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 : 5.41 vs. BALPX (5.03). BALPX return over 5 years is better than : 11.15 vs. EVDIX (8.44).
| 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 | 2.026 | 2.132 | 95% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.91B | 117M | 4,197% |
| Annual Yield % from dividends | 3.34 | 0.34 | 991% |
| Returns for 1 year | 5.03 | 5.41 | 93% |
| Returns for 3 years | 17.61 | 12.77 | 138% |
| Returns for 5 years | 11.15 | 8.44 | 132% |
| Returns for 10 years | 30.72 | 114.53 | 27% |
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