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BALPX vs EVDAX
BALPX vs EVDAX Comparison Chart in %
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BALPX vs. EVDAX 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 EVDAX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.76B vs. EVDAX (101M). BALPX pays higher dividends than EVDAX: BALPX (4.09) vs EVDAX (0.84). BALPX was incepted earlier than EVDAX: BALPX (18 years) vs EVDAX (22 years). EVDAX (2.11) is less costly to investors than BALPX (1.60). BALPX is a more actively managed with annual turnover of: 81.00 vs. EVDAX (76.80). BALPX initial investment is less costly to investors than EVDAX (3%) vs EVDAX (3%). BALPX has a lower initial minimum investment than EVDAX: BALPX (1000) vs EVDAX (2000). EVDAX annual gain was more profitable for investors over the last year : 6.40 vs. BALPX (6.04). EVDAX return over 5 years is better than : 43.62 vs. BALPX (12.43).
| BALPX | EVDAX | BALPX / EVDAX | |
| Total Expense Ratio | 1.51 | 2.02 | 75% |
| Annual Report Gross Expense Ratio | 1.60 | 2.11 | 76% |
| Fund Existence | 18 years | 22 years | - |
| Gain YTD | 6.647 | 8.459 | 79% |
| Front Load | 5% | 3% | 210% |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.76B | 101M | 4,708% |
| Annual Yield % from dividends | 4.09 | 0.84 | 486% |
| Returns for 1 year | 6.04 | 6.40 | 94% |
| Returns for 3 years | 12.63 | 1.38 | 917% |
| Returns for 5 years | 12.43 | 43.62 | 28% |
| Returns for 10 years | 21.90 | 89.92 | 24% |
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