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BALPX vs EVDAX
BALPX vs EVDAX Comparison Chart in %
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BALPX vs. EVDAX 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 EVDAX is a Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.73B vs. EVDAX (107M). BALPX pays higher dividends than EVDAX: BALPX (3.41) vs EVDAX (0.20). BALPX was incepted earlier than EVDAX: BALPX (18 years) vs EVDAX (22 years). EVDAX (2.10) 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 : 8.92 vs. BALPX (5.61). EVDAX return over 5 years is better than : 22.34 vs. BALPX (10.76).
| BALPX | EVDAX | BALPX / EVDAX | |
| Total Expense Ratio | 1.51 | 2.00 | 76% |
| Annual Report Gross Expense Ratio | 1.60 | 2.10 | 76% |
| Fund Existence | 18 years | 22 years | - |
| Gain YTD | -0.507 | 1.069 | -47% |
| Front Load | 5% | 3% | 210% |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.73B | 107M | 4,421% |
| Annual Yield % from dividends | 3.41 | 0.20 | 1,692% |
| Returns for 1 year | 5.61 | 8.92 | 63% |
| Returns for 3 years | 12.48 | 6.25 | 200% |
| Returns for 5 years | 10.76 | 22.34 | 48% |
| Returns for 10 years | 28.70 | 137.16 | 21% |
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