Interact to see
Advertisement
Advertisement
ARBCX vs HMEAX
ARBCX vs HMEAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ARBCX vs. HMEAX commentary
Oct 18, 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 ARBCX is a Hold and HMEAX is a Hold.
FUNDAMENTALS
Fundamentals
HMEAX has more cash in the bank: 1.15B vs. ARBCX (734M). HMEAX pays higher dividends than ARBCX: HMEAX (4.80) vs ARBCX (0.00). ARBCX was incepted earlier than HMEAX: ARBCX (13 years) vs HMEAX (9 years). HMEAX (2.74) is less costly to investors than ARBCX (2.46). HMEAX is a more actively managed with annual turnover of: 406.00 vs. ARBCX (162.00). ARBCX has a lower initial minimum investment than HMEAX: ARBCX (2000) vs HMEAX (2500). HMEAX annual gain was more profitable for investors over the last year : 5.20 vs. ARBCX (4.28). HMEAX return over 5 years is better than : 16.66 vs. ARBCX (-0.88).
| ARBCX | HMEAX | ARBCX / HMEAX | |
| Total Expense Ratio | 2.46 | 2.49 | 99% |
| Annual Report Gross Expense Ratio | 2.46 | 2.74 | 90% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 5.072 | 4.640 | 109% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 734M | 1.15B | 64% |
| Annual Yield % from dividends | 0.00 | 4.80 | - |
| Returns for 1 year | 4.28 | 5.20 | 82% |
| Returns for 3 years | 6.51 | 15.67 | 42% |
| Returns for 5 years | -0.88 | 16.66 | -5% |
| Returns for 10 years | 0.41 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement