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ARBFX vs HMEAX
ARBFX vs HMEAX Comparison Chart in %
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ARBFX vs. HMEAX commentary
Aug 08, 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 ARBFX is a Hold and HMEAX is a Buy.
FUNDAMENTALS
Fundamentals
HMEAX has more cash in the bank: 1.12B vs. ARBFX (732M). HMEAX pays higher dividends than ARBFX: HMEAX (4.81) vs ARBFX (0.43). ARBFX was incepted earlier than HMEAX: ARBFX (25 years) vs HMEAX (9 years). HMEAX (2.74) is less costly to investors than ARBFX (1.78). HMEAX is a more actively managed with annual turnover of: 556.00 vs. ARBFX (230.00). ARBFX has a lower initial minimum investment than HMEAX: ARBFX (2000) vs HMEAX (2500). ARBFX annual gain was more profitable for investors over the last year : 5.93 vs. HMEAX (5.54). HMEAX return over 5 years is better than : 16.01 vs. ARBFX (4.04).
| ARBFX | HMEAX | ARBFX / HMEAX | |
| Total Expense Ratio | 1.78 | 2.49 | 71% |
| Annual Report Gross Expense Ratio | 1.78 | 2.74 | 65% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 4.884 | 3.288 | 149% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 732M | 1.12B | 65% |
| Annual Yield % from dividends | 0.43 | 4.81 | 9% |
| Returns for 1 year | 5.93 | 5.54 | 107% |
| Returns for 3 years | 8.84 | 14.73 | 60% |
| Returns for 5 years | 4.04 | 16.01 | 25% |
| Returns for 10 years | 8.64 | N/A | - |
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