Interact to see
Advertisement
Advertisement
BALPX vs VARAX
BALPX vs VARAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALPX vs. VARAX commentary
Aug 20, 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 VARAX is a Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.86B vs. VARAX (1.51B). BALPX pays higher dividends than VARAX: BALPX (4.11) vs VARAX (2.23). 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 : 5.51 vs. VARAX (1.27). BALPX return over 5 years is better than : 14.77 vs. VARAX (12.53).
| 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 | 6.215 | 3.482 | 178% |
| Front Load | 5% | 5% | 117% |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.86B | 1.51B | 323% |
| Annual Yield % from dividends | 4.11 | 2.23 | 184% |
| Returns for 1 year | 5.51 | 1.27 | 433% |
| Returns for 3 years | 11.46 | 8.52 | 135% |
| Returns for 5 years | 14.77 | 12.53 | 118% |
| Returns for 10 years | 20.99 | N/A | - |
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 % |
| DRLIX | 8.63 | 0.11 | +1.29% |
| BNY Mellon Developed Markets RE Scs - I | |||
| HISFX | 15.61 | 0.04 | +0.26% |
| Hennessy Small Cap Financial Instl | |||
| JDVPX | 24.42 | 0.01 | +0.04% |
| JHancock Disciplined Value R2 | |||
| ATGDX | 13.94 | -0.07 | -0.50% |
| American Century International Gr R6 | |||
| GARIX | 21.60 | -0.11 | -0.51% |
| Gotham Absolute Return Institutional | |||