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BALPX vs BILPX
BALPX vs BILPX Comparison Chart in %
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BALPX vs. BILPX commentary
Aug 17, 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 BALPX is a Buy and BILPX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX (4.85B) and BILPX (4.85B) have equal amount of cash in the bank . BILPX (4.22) and BALPX (4.11) 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 (32.00) and BILPX (32.00) 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 : 16.45 vs. BALPX (14.77).
| 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 | 6.215 | 6.402 | 97% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.85B | 4.85B | 100% |
| Annual Yield % from dividends | 4.11 | 4.22 | 98% |
| Returns for 1 year | 5.61 | 5.87 | 96% |
| Returns for 3 years | 10.76 | 11.65 | 92% |
| Returns for 5 years | 14.77 | 16.45 | 90% |
| Returns for 10 years | 19.10 | 22.56 | 85% |
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