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BALPX vs EVDIX
BALPX vs EVDIX Comparison Chart in %
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BALPX vs. EVDIX commentary
Sep 09, 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: 4.88B vs. EVDIX (97.5M). BALPX pays higher dividends than EVDIX: BALPX (4.08) vs EVDIX (1.11). 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 (48.00). 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 : 7.72 vs. BALPX (6.49). EVDIX return over 5 years is better than : 61.69 vs. BALPX (15.37).
| 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 | 9.001 | 73% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.88B | 97.5M | 5,000% |
| Annual Yield % from dividends | 4.08 | 1.11 | 369% |
| Returns for 1 year | 6.49 | 7.72 | 84% |
| Returns for 3 years | 11.57 | 2.21 | 522% |
| Returns for 5 years | 15.37 | 61.69 | 25% |
| Returns for 10 years | 20.54 | 93.55 | 22% |
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