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AGEAX vs BALPX
AGEAX vs BALPX Comparison Chart in %
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AGEAX 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 AGEAX is a Hold and BALPX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.73B vs. AGEAX (49.8M). BALPX pays higher dividends than AGEAX: BALPX (3.41) vs AGEAX (0.44). AGEAX was incepted earlier than BALPX: AGEAX (13 years) vs BALPX (18 years). AGEAX (1.88) is less costly to investors than BALPX (1.60). AGEAX is a more actively managed with annual turnover of: 195.00 vs. BALPX (81.00). 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). AGEAX annual gain was more profitable for investors over the last year : 7.32 vs. BALPX (5.61). AGEAX return over 5 years is better than : 13.98 vs. BALPX (10.76).
| AGEAX | BALPX | AGEAX / BALPX | |
| Total Expense Ratio | 1.71 | 1.51 | 113% |
| Annual Report Gross Expense Ratio | 1.88 | 1.60 | 117% |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | -0.079 | -0.507 | 16% |
| Front Load | 3% | 5% | 62% |
| 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 | 0.44 | 3.41 | 13% |
| Returns for 1 year | 7.32 | 5.61 | 130% |
| Returns for 3 years | 16.37 | 12.48 | 131% |
| Returns for 5 years | 13.98 | 10.76 | 130% |
| Returns for 10 years | 49.69 | 28.70 | 173% |
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