Interact to see
Advertisement
Advertisement
ARBFX vs HMEAX
ARBFX vs HMEAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ARBFX vs. HMEAX commentary
Sep 16, 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: 1.13B vs. ARBFX (738M). HMEAX pays higher dividends than ARBFX: HMEAX (4.79) vs ARBFX (0.42). 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 (162.00). 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 : 6.13 vs. HMEAX (5.10). HMEAX return over 5 years is better than : 16.20 vs. ARBFX (4.49).
| 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 | 5.659 | 3.765 | 150% |
| 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 | 0.42 | 4.79 | 9% |
| Returns for 1 year | 6.13 | 5.10 | 120% |
| Returns for 3 years | 9.04 | 14.79 | 61% |
| Returns for 5 years | 4.49 | 16.20 | 28% |
| Returns for 10 years | 9.61 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement