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ARBCX vs HMEAX
ARBCX vs HMEAX Comparison Chart
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ARBCX vs. HMEAX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
HMEAX has more cash in the bank: 1.09B vs. ARBCX (719M). HMEAX pays higher dividends than ARBCX: HMEAX (4.82) 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 (2.53). HMEAX is a more actively managed with annual turnover of: 556.00 vs. ARBCX (230.00). 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 : 5.48 vs. ARBCX (4.14). HMEAX return over 5 years is better than : 18.57 vs. ARBCX (-1.71).
| ARBCX | HMEAX | ARBCX / HMEAX | |
| Total Expense Ratio | 2.53 | 2.49 | 102% |
| Annual Report Gross Expense Ratio | 2.53 | 2.74 | 92% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 2.113 | 2.051 | 103% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 719M | 1.09B | 66% |
| Annual Yield % from dividends | 0.00 | 4.82 | - |
| Returns for 1 year | 4.14 | 5.48 | 75% |
| Returns for 3 years | 4.68 | 14.56 | 32% |
| Returns for 5 years | -1.71 | 18.57 | -9% |
| Returns for 10 years | -4.87 | N/A | - |
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