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BALPX vs EVDIX
BALPX vs EVDIX Comparison Chart in %
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BALPX vs. EVDIX commentary
Dec 05, 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 EVDIX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.73B vs. EVDIX (101M). BALPX pays higher dividends than EVDIX: BALPX (4.06) vs EVDIX (1.10). BALPX was incepted earlier than EVDIX: BALPX (18 years) vs EVDIX (16 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 (6.29) and BALPX (6.03) have marching annual gain over last year. EVDIX return over 5 years is better than : 31.89 vs. BALPX (11.93).
| 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 | 16 years | - |
| Gain YTD | 7.187 | 9.149 | 79% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.73B | 101M | 4,683% |
| Annual Yield % from dividends | 4.06 | 1.10 | 368% |
| Returns for 1 year | 6.03 | 6.29 | 96% |
| Returns for 3 years | 12.36 | -0.73 | -1,693% |
| Returns for 5 years | 11.93 | 31.89 | 37% |
| Returns for 10 years | 21.68 | 99.36 | 22% |
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