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BALPX vs EVDIX
BALPX vs EVDIX Comparison Chart in %
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BALPX vs. EVDIX commentary
Oct 19, 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 EVDIX is a Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.88B vs. EVDIX (99.1M). BALPX pays higher dividends than EVDIX: BALPX (4.09) vs EVDIX (1.10). BALPX was incepted earlier than EVDIX: BALPX (18 years) vs EVDIX (15 years). EVDIX (1.84) is less costly to investors than BALPX (1.60). BALPX is a more actively managed with annual turnover of: 81.00 vs. EVDIX (76.80). BALPX has a lower initial minimum investment than EVDIX: BALPX (1000) vs EVDIX (1000000). EVDIX annual gain was more profitable for investors over the last year : 6.56 vs. BALPX (5.29). EVDIX return over 5 years is better than : 57.77 vs. BALPX (13.88).
| BALPX | EVDIX | BALPX / EVDIX | |
| Total Expense Ratio | 1.51 | 1.77 | 85% |
| Annual Report Gross Expense Ratio | 1.60 | 1.84 | 87% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 6.539 | 8.756 | 75% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.88B | 99.1M | 4,921% |
| Annual Yield % from dividends | 4.09 | 1.10 | 372% |
| Returns for 1 year | 5.29 | 6.56 | 81% |
| Returns for 3 years | 12.87 | 6.79 | 190% |
| Returns for 5 years | 13.88 | 57.77 | 24% |
| Returns for 10 years | 20.13 | 92.35 | 22% |
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