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AEDFX vs BCLPX
AEDFX vs BCLPX Comparison Chart in %
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AEDFX vs. BCLPX commentary
Aug 18, 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 Hold and BCLPX is a Buy.
FUNDAMENTALS
Fundamentals
BCLPX has more cash in the bank: 4.85B vs. AEDFX (59.8M). BCLPX pays higher dividends than AEDFX: BCLPX (3.50) 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 : 5.18 vs. BCLPX (4.79). AEDFX return over 5 years is better than : 22.31 vs. BCLPX (10.40).
| 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 | 5.627 | 5.783 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.8M | 4.85B | 1% |
| Annual Yield % from dividends | 0.00 | 3.50 | - |
| Returns for 1 year | 5.18 | 4.79 | 108% |
| Returns for 3 years | 12.88 | 8.04 | 160% |
| Returns for 5 years | 22.31 | 10.40 | 214% |
| Returns for 10 years | 39.25 | 10.50 | 374% |
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