AGEAX
Price
$12.35
Change
+$0.02 (+0.16%)
Updated
Jul 25 closing price
Net Assets
59.67M
BALPX
Price
$9.83
Change
+$0.02 (+0.20%)
Updated
Jul 25 closing price
Net Assets
4.82B
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AGEAX vs BALPX

Header iconAGEAX vs BALPX Comparison
Open Charts AGEAX vs BALPXBanner chart's image
Water Island Event-Driven Fund A
Price$12.35
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets59.67M
BlackRock Event Driven Equity Inv A
Price$9.83
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets4.82B
AGEAX vs BALPX Comparison Chart in %
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AGEAX vs. BALPX commentary
Jul 28, 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 AGEAX is a StrongBuy and BALPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.82B vs. AGEAX (59.7M). BALPX pays higher dividends than AGEAX: BALPX (1.34) vs AGEAX (0.00). AGEAX was incepted earlier than BALPX: AGEAX (12 years) vs BALPX (18 years). AGEAX (1.75) is less costly to investors than BALPX (1.60). AGEAX is a more actively managed with annual turnover of: 305.00 vs. BALPX (32.00). BALPX initial investment is less costly to investors than AGEAX (3%) vs AGEAX (3%). BALPX has a lower initial minimum investment than AGEAX: BALPX (1000) vs AGEAX (2000). BALPX annual gain was more profitable for investors over the last year : 6.49 vs. AGEAX (5.65). AGEAX return over 5 years is better than : 23.37 vs. BALPX (16.03).
AGEAXBALPXAGEAX / BALPX
Total Expense Ratio1.731.51115%
Annual Report Gross Expense Ratio1.751.60109%
Fund Existence12 years18 years-
Gain YTD5.3756.21586%
Front Load3%5%62%
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets59.7M4.82B1%
Annual Yield % from dividends0.001.34-
Returns for 1 year5.656.4987%
Returns for 3 years15.3013.01118%
Returns for 5 years23.3716.03146%
Returns for 10 years38.3919.10201%
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