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AEDFX vs BALPX
AEDFX vs BALPX Comparison Chart in %
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AEDFX vs. BALPX commentary
Feb 05, 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 AEDFX is a Hold and BALPX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.72B vs. AEDFX (49.8M). BALPX pays higher dividends than AEDFX: BALPX (3.41) vs AEDFX (0.68). AEDFX was incepted earlier than BALPX: AEDFX (15 years) vs BALPX (18 years). AEDFX (1.88) is less costly to investors than BALPX (1.60). AEDFX is a more actively managed with annual turnover of: 195.00 vs. BALPX (81.00). BALPX has a lower initial minimum investment than AEDFX: BALPX (1000) vs AEDFX (2000). AEDFX annual gain was more profitable for investors over the last year : 7.32 vs. BALPX (5.61). AEDFX return over 5 years is better than : 14.00 vs. BALPX (10.76).
| AEDFX | BALPX | AEDFX / BALPX | |
| Total Expense Ratio | 1.71 | 1.51 | 113% |
| Annual Report Gross Expense Ratio | 1.88 | 1.60 | 117% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | -0.079 | -0.507 | 16% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.8M | 4.72B | 1% |
| Annual Yield % from dividends | 0.68 | 3.41 | 20% |
| Returns for 1 year | 7.32 | 5.61 | 130% |
| Returns for 3 years | 16.29 | 12.48 | 131% |
| Returns for 5 years | 14.00 | 10.76 | 130% |
| Returns for 10 years | 49.48 | 28.70 | 172% |
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