Interact to see
Advertisement
Advertisement
BALPX vs EMAAX
BALPX vs EMAAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALPX vs. EMAAX commentary
Nov 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 Hold and EMAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.76B vs. EMAAX (52.7M). BALPX pays higher dividends than EMAAX: BALPX (4.09) vs EMAAX (0.60). BALPX was incepted earlier than EMAAX: BALPX (18 years) vs EMAAX (25 years). EMAAX (1.87) is less costly to investors than BALPX (1.60). EMAAX is a more actively managed with annual turnover of: 125.00 vs. BALPX (81.00). EMAAX initial investment is less costly to investors than BALPX (5%) vs BALPX (5%). BALPX (1000) and EMAAX (1000) have matching initial minimum investment requirements. EMAAX annual gain was more profitable for investors over the last year : 11.07 vs. BALPX (6.04). EMAAX return over 5 years is better than : 18.51 vs. BALPX (12.43).
| BALPX | EMAAX | BALPX / EMAAX | |
| Total Expense Ratio | 1.51 | 1.87 | 81% |
| Annual Report Gross Expense Ratio | 1.60 | 1.87 | 86% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 6.647 | 15.775 | 42% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.76B | 52.7M | 9,023% |
| Annual Yield % from dividends | 4.09 | 0.60 | 686% |
| Returns for 1 year | 6.04 | 11.07 | 55% |
| Returns for 3 years | 12.63 | 25.23 | 50% |
| Returns for 5 years | 12.43 | 18.51 | 67% |
| Returns for 10 years | 21.90 | 31.07 | 70% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement