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AGEAX vs BCLPX
AGEAX vs BCLPX Comparison Chart in %
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AGEAX vs. BCLPX commentary
Oct 19, 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 Hold and BCLPX is a Hold.
FUNDAMENTALS
Fundamentals
BCLPX has more cash in the bank: 4.88B vs. AGEAX (59.6M). BCLPX pays higher dividends than AGEAX: BCLPX (3.49) vs AGEAX (0.00). AGEAX was incepted earlier than BCLPX: AGEAX (12 years) vs BCLPX (18 years). BCLPX (2.36) is less costly to investors than AGEAX (1.88). AGEAX is a more actively managed with annual turnover of: 195.00 vs. BCLPX (81.00). BCLPX has a lower initial minimum investment than AGEAX: BCLPX (1000) vs AGEAX (2000). AGEAX annual gain was more profitable for investors over the last year : 5.60 vs. BCLPX (4.42). AGEAX return over 5 years is better than : 20.89 vs. BCLPX (9.47).
| AGEAX | BCLPX | AGEAX / BCLPX | |
| Total Expense Ratio | 1.71 | 2.27 | 75% |
| Annual Report Gross Expense Ratio | 1.88 | 2.36 | 80% |
| Fund Existence | 12 years | 18 years | - |
| Gain YTD | 6.229 | 5.906 | 105% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.6M | 4.88B | 1% |
| Annual Yield % from dividends | 0.00 | 3.49 | - |
| Returns for 1 year | 5.60 | 4.42 | 127% |
| Returns for 3 years | 14.85 | 10.13 | 147% |
| Returns for 5 years | 20.89 | 9.47 | 221% |
| Returns for 10 years | 44.60 | 11.30 | 395% |
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