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AEDFX vs BCLPX
AEDFX vs BCLPX Comparison Chart in %
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AEDFX vs. BCLPX 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 BCLPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BCLPX has more cash in the bank: 4.58B vs. AEDFX (59.1M). BCLPX pays higher dividends than AEDFX: BCLPX (0.69) vs AEDFX (0.00). AEDFX was incepted earlier than BCLPX: AEDFX (15 years) vs BCLPX (18 years). BCLPX (2.37) is less costly to investors than AEDFX (1.75). AEDFX is a more actively managed with annual turnover of: 305.00 vs. BCLPX (32.00). BCLPX has a lower initial minimum investment than AEDFX: BCLPX (1000) vs AEDFX (2000). AEDFX annual gain was more profitable for investors over the last year : 6.16 vs. BCLPX (5.81). AEDFX return over 5 years is better than : 22.39 vs. BCLPX (8.06).
| AEDFX | BCLPX | AEDFX / BCLPX | |
| Total Expense Ratio | 1.73 | 2.28 | 76% |
| Annual Report Gross Expense Ratio | 1.75 | 2.37 | 74% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 4.348 | 5.048 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.1M | 4.58B | 1% |
| Annual Yield % from dividends | 0.00 | 0.69 | - |
| Returns for 1 year | 6.16 | 5.81 | 106% |
| Returns for 3 years | 15.06 | 9.90 | 152% |
| Returns for 5 years | 22.39 | 8.06 | 278% |
| Returns for 10 years | 34.96 | -35.59 | -98% |
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