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AEDFX vs BCLPX
AEDFX vs BCLPX Comparison Chart in %
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AEDFX vs. BCLPX commentary
Feb 04, 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 BCLPX is a Buy.
FUNDAMENTALS
Fundamentals
BCLPX has more cash in the bank: 4.73B vs. AEDFX (49.8M). BCLPX pays higher dividends than AEDFX: BCLPX (3.12) vs AEDFX (0.68). AEDFX was incepted earlier than BCLPX: AEDFX (15 years) vs BCLPX (18 years). BCLPX (2.36) is less costly to investors than AEDFX (1.88). AEDFX is a more actively managed with annual turnover of: 195.00 vs. BCLPX (81.00). 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 : 7.32 vs. BCLPX (4.76). AEDFX return over 5 years is better than : 14.00 vs. BCLPX (6.38).
| AEDFX | BCLPX | AEDFX / BCLPX | |
| Total Expense Ratio | 1.71 | 2.27 | 75% |
| Annual Report Gross Expense Ratio | 1.88 | 2.36 | 80% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | -0.079 | -0.582 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.8M | 4.73B | 1% |
| Annual Yield % from dividends | 0.68 | 3.12 | 22% |
| Returns for 1 year | 7.32 | 4.76 | 154% |
| Returns for 3 years | 16.29 | 9.71 | 168% |
| Returns for 5 years | 14.00 | 6.38 | 219% |
| Returns for 10 years | 49.48 | 19.94 | 248% |
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