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BALPX vs VARAX
BALPX vs VARAX Comparison Chart in %
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BALPX vs. VARAX commentary
Jul 28, 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: 4.82B vs. VARAX (1.49B). VARAX pays higher dividends than BALPX: VARAX (2.23) vs BALPX (1.34). 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 : 6.49 vs. VARAX (1.74). BALPX return over 5 years is better than : 16.03 vs. VARAX (12.64).
| 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 | 3.578 | 174% |
| Front Load | 5% | 5% | 117% |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.82B | 1.49B | 323% |
| Annual Yield % from dividends | 1.34 | 2.23 | 60% |
| Returns for 1 year | 6.49 | 1.74 | 372% |
| Returns for 3 years | 13.01 | 9.04 | 144% |
| Returns for 5 years | 16.03 | 12.64 | 127% |
| Returns for 10 years | 19.10 | N/A | - |
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