Interact to see
Advertisement
Advertisement
BALPX vs EVDIX
BALPX vs EVDIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALPX vs. EVDIX commentary
Aug 18, 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: 4.85B vs. EVDIX (97.2M). BALPX pays higher dividends than EVDIX: BALPX (4.11) vs EVDIX (1.14). 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). EVDIX is a more actively managed with annual turnover of: 48.00 vs. BALPX (32.00). 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 : 7.89 vs. BALPX (5.61). EVDIX return over 5 years is better than : 58.48 vs. BALPX (14.77).
| 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 | 6.215 | 8.116 | 77% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.85B | 97.2M | 4,988% |
| Annual Yield % from dividends | 4.11 | 1.14 | 360% |
| Returns for 1 year | 5.61 | 7.89 | 71% |
| Returns for 3 years | 10.76 | -0.37 | -2,946% |
| Returns for 5 years | 14.77 | 58.48 | 25% |
| Returns for 10 years | 19.10 | 83.37 | 23% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RYEUX | 119.15 | 0.69 | +0.58% |
| Rydex Europe 1.25x Strategy H | |||
| BRWIX | 42.86 | 0.09 | +0.21% |
| AMG Boston Common Global Impact I | |||
| GSCLX | 31.96 | -0.02 | -0.06% |
| Goldman Sachs Large Cap Gr Insghts Svc | |||
| ITHVX | 58.31 | -0.14 | -0.24% |
| Hartford Capital Appreciation R6 | |||
| HDPSX | 21.04 | -0.09 | -0.43% |
| Hodges Small Cap Growth Retail | |||