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BALPX vs EMACX
BALPX vs EMACX Comparison Chart in %
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BALPX vs. EMACX 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 EMACX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.85B vs. EMACX (52M). BALPX pays higher dividends than EMACX: BALPX (4.11) vs EMACX (0.00). BALPX was incepted earlier than EMACX: BALPX (18 years) vs EMACX (24 years). EMACX (2.62) is less costly to investors than BALPX (1.60). EMACX is a more actively managed with annual turnover of: 125.00 vs. BALPX (32.00). BALPX (1000) and EMACX (1000) have matching initial minimum investment requirements. EMACX annual gain was more profitable for investors over the last year : 12.71 vs. BALPX (5.61). BALPX return over 5 years is better than : 14.77 vs. EMACX (13.89).
| BALPX | EMACX | BALPX / EMACX | |
| Total Expense Ratio | 1.51 | 2.62 | 58% |
| Annual Report Gross Expense Ratio | 1.60 | 2.62 | 61% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 6.215 | 11.199 | 55% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.85B | 52M | 9,323% |
| Annual Yield % from dividends | 4.11 | 0.00 | - |
| Returns for 1 year | 5.61 | 12.71 | 44% |
| Returns for 3 years | 10.76 | 11.11 | 97% |
| Returns for 5 years | 14.77 | 13.89 | 106% |
| Returns for 10 years | 19.10 | 14.73 | 130% |
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