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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
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 EVDIX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.89B vs. EVDIX (121M). BALPX pays higher dividends than EVDIX: BALPX (3.32) 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 (4.61) and BALPX (4.49) have marching annual gain over last year. BALPX return over 5 years is better than : 13.18 vs. EVDIX (11.49).
| 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 | 2.837 | 2.495 | 114% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.89B | 121M | 4,040% |
| Annual Yield % from dividends | 3.32 | 0.34 | 971% |
| Returns for 1 year | 4.49 | 4.61 | 97% |
| Returns for 3 years | 17.01 | 12.46 | 137% |
| Returns for 5 years | 13.18 | 11.49 | 115% |
| Returns for 10 years | 31.92 | 106.37 | 30% |
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