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ARBCX vs HMEAX
ARBCX vs HMEAX Comparison Chart in %
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ARBCX vs. HMEAX commentary
Sep 17, 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: 1.13B vs. ARBCX (738M). HMEAX pays higher dividends than ARBCX: HMEAX (4.79) 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 (162.00). ARBCX has a lower initial minimum investment than HMEAX: ARBCX (2000) vs HMEAX (2500). ARBCX (5.07) and HMEAX (4.99) have marching annual gain over last year. HMEAX return over 5 years is better than : 16.20 vs. ARBCX (-0.40).
| 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 | 5.156 | 3.765 | 137% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 738M | 1.13B | 65% |
| Annual Yield % from dividends | 0.00 | 4.79 | - |
| Returns for 1 year | 5.07 | 4.99 | 101% |
| Returns for 3 years | 6.42 | 14.85 | 43% |
| Returns for 5 years | -0.40 | 16.20 | -2% |
| Returns for 10 years | 0.49 | N/A | - |
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