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BALPX vs BILPX
BALPX vs BILPX Comparison Chart in %
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BALPX vs. BILPX 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 BALPX is a Hold and BILPX is a Hold.
FUNDAMENTALS
Fundamentals
BALPX (4.73B) and BILPX (4.73B) have equal amount of cash in the bank . BILPX (3.47) and BALPX (3.41) have matching dividends . BALPX was incepted earlier than BILPX: BALPX (18 years) vs BILPX (18 years). BALPX (1.60) is less costly to investors than BILPX (1.37). BALPX (81.00) and BILPX (81.00) have comparable annual turnover. BALPX has a lower initial minimum investment than BILPX: BALPX (1000) vs BILPX (2000000). BILPX (5.87) and BALPX (5.61) have marching annual gain over last year. BILPX return over 5 years is better than : 12.25 vs. BALPX (10.76).
| BALPX | BILPX | BALPX / BILPX | |
| Total Expense Ratio | 1.51 | 1.29 | 117% |
| Annual Report Gross Expense Ratio | 1.60 | 1.37 | 117% |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | -0.507 | -0.481 | 105% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.73B | 4.73B | 100% |
| Annual Yield % from dividends | 3.41 | 3.47 | 99% |
| Returns for 1 year | 5.61 | 5.87 | 96% |
| Returns for 3 years | 12.48 | 13.29 | 94% |
| Returns for 5 years | 10.76 | 12.25 | 88% |
| Returns for 10 years | 28.70 | 32.13 | 89% |
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