AEDFX
Price
$12.36
Change
+$0.02 (+0.16%)
Updated
Jul 25 closing price
Net Assets
59.67M
BALPX
Price
$9.83
Change
+$0.02 (+0.20%)
Updated
Jul 25 closing price
Net Assets
4.82B
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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$12.36
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets59.67M
BlackRock Event Driven Equity Inv A
Price$9.83
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets4.82B
AEDFX vs BALPX Comparison Chart in %
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AEDFX vs. BALPX commentary
Jul 27, 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: 4.82B vs. AEDFX (59.7M). 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 : 6.49 vs. AEDFX (5.55). AEDFX return over 5 years is better than : 23.22 vs. BALPX (16.03).
AEDFXBALPXAEDFX / BALPX
Total Expense Ratio1.731.51115%
Annual Report Gross Expense Ratio1.751.60109%
Fund Existence15 years18 years-
Gain YTD5.3716.21586%
Front LoadN/A5%-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets59.7M4.82B1%
Annual Yield % from dividends0.001.34-
Returns for 1 year5.556.4985%
Returns for 3 years15.2213.01117%
Returns for 5 years23.2216.03145%
Returns for 10 years38.1819.10200%
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