BALPX
Price
$10.03
Change
+$0.01 (+0.10%)
Updated
Jul 3 closing price
Net Assets
4.58B
WCERX
Price
$10.94
Change
-$0.01 (-0.09%)
Updated
Jul 3 closing price
Net Assets
134.29M
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BALPX vs WCERX

Header iconBALPX vs WCERX Comparison
Open Charts BALPX vs WCERXBanner chart's image
BlackRock Event Driven Equity Inv A
Price$10.03
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets4.58B
Virtus Westchester Event-Driven Fd A
Price$10.94
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets134.29M
BALPX vs WCERX Comparison Chart in %
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BALPX vs. WCERX commentary
Jul 06, 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 WCERX is a Buy.

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FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.58B vs. WCERX (134M). WCERX pays higher dividends than BALPX: WCERX (3.72) vs BALPX (1.34). BALPX was incepted earlier than WCERX: BALPX (18 years) vs WCERX (8 years). WCERX (1.95) is less costly to investors than BALPX (1.60). WCERX is a more actively managed with annual turnover of: 210.00 vs. BALPX (32.00). WCERX (6%) and BALPX (5%) have equivalent initial investment costs. BALPX has a lower initial minimum investment than WCERX: BALPX (1000) vs WCERX (2500). BALPX annual gain was more profitable for investors over the last year : 6.74 vs. WCERX (3.91). WCERX return over 5 years is better than : 17.39 vs. BALPX (12.50).
BALPXWCERXBALPX / WCERX
Total Expense Ratio1.511.8582%
Annual Report Gross Expense Ratio1.601.9582%
Fund Existence18 years8 years-
Gain YTD5.4684.489122%
Front Load5%6%95%
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets4.58B134M3,416%
Annual Yield % from dividends1.343.7236%
Returns for 1 year6.743.91172%
Returns for 3 years12.7013.3495%
Returns for 5 years12.5017.3972%
Returns for 10 years-28.06N/A-
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