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
Sep 27, 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: 4.85B vs. EMAAX (52.7M). BALPX pays higher dividends than EMAAX: BALPX (4.08) 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 : 11.62 vs. BALPX (5.07). EMAAX return over 5 years is better than : 25.04 vs. BALPX (14.91).
| 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 | 5.999 | 14.060 | 43% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.85B | 52.7M | 9,207% |
| Annual Yield % from dividends | 4.08 | 0.60 | 682% |
| Returns for 1 year | 5.07 | 11.62 | 44% |
| Returns for 3 years | 13.02 | 30.09 | 43% |
| Returns for 5 years | 14.91 | 25.04 | 60% |
| Returns for 10 years | 24.56 | 32.28 | 76% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement