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BALPX vs EMACX
BALPX vs EMACX Comparison Chart in %
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BALPX vs. EMACX commentary
Feb 05, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.73B vs. EMACX (56.5M). BALPX pays higher dividends than EMACX: BALPX (3.41) vs EMACX (0.43). BALPX was incepted earlier than EMACX: BALPX (18 years) vs EMACX (25 years). EMACX (2.62) is less costly to investors than BALPX (1.60). EMACX is a more actively managed with annual turnover of: 100.00 vs. BALPX (81.00). BALPX (1000) and EMACX (1000) have matching initial minimum investment requirements. EMACX annual gain was more profitable for investors over the last year : 18.61 vs. BALPX (5.61). EMACX (11.18) and BALPX (10.76) have equivalent 5 years return.
| 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 | 25 years | - |
| Gain YTD | -0.507 | 3.259 | -16% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.73B | 56.5M | 8,372% |
| Annual Yield % from dividends | 3.41 | 0.43 | 795% |
| Returns for 1 year | 5.61 | 18.61 | 30% |
| Returns for 3 years | 12.48 | 21.43 | 58% |
| Returns for 5 years | 10.76 | 11.18 | 96% |
| Returns for 10 years | 28.70 | 30.23 | 95% |
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