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BALPX vs VARAX
BALPX vs VARAX Comparison Chart
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BALPX vs. VARAX commentary
Jun 16, 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 StrongBuy and VARAX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.56B vs. VARAX (1.47B). VARAX pays higher dividends than BALPX: VARAX (2.24) vs BALPX (1.36). BALPX was incepted earlier than VARAX: BALPX (18 years) vs VARAX (10 years). VARAX (2.14) is less costly to investors than BALPX (1.60). VARAX is a more actively managed with annual turnover of: 403.00 vs. BALPX (32.00). BALPX initial investment is less costly to investors than VARAX (5%) vs VARAX (5%). BALPX has a lower initial minimum investment than VARAX: BALPX (1000) vs VARAX (5000). BALPX annual gain was more profitable for investors over the last year : 5.58 vs. VARAX (2.12). VARAX return over 5 years is better than : 12.76 vs. BALPX (11.52).
| BALPX | VARAX | BALPX / VARAX | |
| Total Expense Ratio | 1.51 | 2.14 | 71% |
| Annual Report Gross Expense Ratio | 1.60 | 2.14 | 75% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 4.101 | 3.385 | 121% |
| Front Load | 5% | 5% | 117% |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 1.47B | 310% |
| Annual Yield % from dividends | 1.36 | 2.24 | 61% |
| Returns for 1 year | 5.58 | 2.12 | 263% |
| Returns for 3 years | 12.57 | 9.90 | 127% |
| Returns for 5 years | 11.52 | 12.76 | 90% |
| Returns for 10 years | -29.71 | N/A | - |
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