AEDFX
Price
$12.24
Change
+$0.02 (+0.16%)
Updated
Jul 3 closing price
Net Assets
59.09M
BALPX
Price
$10.03
Change
+$0.01 (+0.10%)
Updated
Jul 3 closing price
Net Assets
4.58B
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AEDFX vs BALPX

Header iconAEDFX vs BALPX Comparison
Open Charts AEDFX vs BALPXBanner chart's image
Water Island Event-Driven Fund R
Price$12.24
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets59.09M
BlackRock Event Driven Equity Inv A
Price$10.03
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets4.58B
AEDFX vs BALPX Comparison Chart in %
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AEDFX vs. BALPX commentary
Jul 07, 2025

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 AEDFX is a StrongBuy and BALPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.58B vs. AEDFX (59.1M). BALPX pays higher dividends than AEDFX: BALPX (1.34) vs AEDFX (0.00). AEDFX was incepted earlier than BALPX: AEDFX (15 years) vs BALPX (18 years). AEDFX (1.75) is less costly to investors than BALPX (1.60). AEDFX is a more actively managed with annual turnover of: 305.00 vs. BALPX (32.00). BALPX has a lower initial minimum investment than AEDFX: BALPX (1000) vs AEDFX (2000). BALPX annual gain was more profitable for investors over the last year : 6.74 vs. AEDFX (6.16). AEDFX return over 5 years is better than : 22.39 vs. BALPX (12.50).
AEDFXBALPXAEDFX / BALPX
Total Expense Ratio1.731.51115%
Annual Report Gross Expense Ratio1.751.60109%
Fund Existence15 years18 years-
Gain YTD4.3485.46880%
Front LoadN/A5%-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets59.1M4.58B1%
Annual Yield % from dividends0.001.34-
Returns for 1 year6.166.7491%
Returns for 3 years15.0612.70119%
Returns for 5 years22.3912.50179%
Returns for 10 years34.96-28.06-125%
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