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AEDNX vs BALPX
AEDNX vs BALPX Comparison Chart in %
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AEDNX vs. BALPX 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 AEDNX is a Hold and BALPX is a Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.73B vs. AEDNX (49.8M). BALPX pays higher dividends than AEDNX: BALPX (3.41) vs AEDNX (0.94). AEDNX was incepted earlier than BALPX: AEDNX (15 years) vs BALPX (18 years). AEDNX (1.62) and BALPX (1.60) have similar cost to investors . AEDNX is a more actively managed with annual turnover of: 195.00 vs. BALPX (81.00). BALPX has a lower initial minimum investment than AEDNX: BALPX (1000) vs AEDNX (100000). AEDNX annual gain was more profitable for investors over the last year : 7.59 vs. BALPX (5.61). AEDNX return over 5 years is better than : 15.42 vs. BALPX (10.76).
| AEDNX | BALPX | AEDNX / BALPX | |
| Total Expense Ratio | 1.46 | 1.51 | 97% |
| Annual Report Gross Expense Ratio | 1.62 | 1.60 | 101% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | -0.078 | -0.507 | 15% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.8M | 4.73B | 1% |
| Annual Yield % from dividends | 0.94 | 3.41 | 28% |
| Returns for 1 year | 7.59 | 5.61 | 135% |
| Returns for 3 years | 17.29 | 12.48 | 139% |
| Returns for 5 years | 15.42 | 10.76 | 143% |
| Returns for 10 years | 53.40 | 28.70 | 186% |
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