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BALPX vs EAAAX
BALPX vs EAAAX Comparison Chart
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BALPX vs. EAAAX commentary
Jun 14, 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 StrongBuy and EAAAX is a Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.58B vs. EAAAX (48.8M). BALPX pays higher dividends than EAAAX: BALPX (1.36) vs EAAAX (0.62). BALPX was incepted earlier than EAAAX: BALPX (18 years) vs EAAAX (15 years). EAAAX (1.87) is less costly to investors than BALPX (1.60). EAAAX is a more actively managed with annual turnover of: 125.00 vs. BALPX (32.00). BALPX (1000) and EAAAX (1000) have matching initial minimum investment requirements. EAAAX annual gain was more profitable for investors over the last year : 11.31 vs. BALPX (5.58). EAAAX return over 5 years is better than : 21.26 vs. BALPX (11.52).
| BALPX | EAAAX | BALPX / EAAAX | |
| Total Expense Ratio | 1.51 | 1.87 | 81% |
| Annual Report Gross Expense Ratio | 1.60 | 1.87 | 86% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 4.101 | 5.772 | 71% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 48.8M | 9,383% |
| Annual Yield % from dividends | 1.36 | 0.62 | 218% |
| Returns for 1 year | 5.58 | 11.31 | 49% |
| Returns for 3 years | 12.57 | 14.94 | 84% |
| Returns for 5 years | 11.52 | 21.26 | 54% |
| Returns for 10 years | -29.71 | 18.64 | -159% |
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