BALPX
Price
$9.83
Change
+$0.02 (+0.20%)
Updated
Jul 25 closing price
Net Assets
4.82B
WCERX
Price
$11.06
Change
-$0.00 (-0.00%)
Updated
Jul 25 closing price
Net Assets
135.4M
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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$9.83
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets4.82B
Virtus Westchester Event-Driven Fd A
Price$11.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets135.4M
BALPX vs WCERX Comparison Chart in %
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BALPX vs. WCERX commentary
Jul 27, 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: 4.82B vs. WCERX (135M). 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 : 6.49 vs. WCERX (4.48). WCERX (16.19) and BALPX (16.03) have equivalent 5 years return.
BALPXWCERXBALPX / WCERX
Total Expense Ratio1.511.8582%
Annual Report Gross Expense Ratio1.601.9582%
Fund Existence18 years8 years-
Gain YTD6.2155.635110%
Front Load5%6%95%
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets4.82B135M3,570%
Annual Yield % from dividends1.343.7236%
Returns for 1 year6.494.48145%
Returns for 3 years13.0113.3498%
Returns for 5 years16.0316.1999%
Returns for 10 years19.10N/A-
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