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ARBFX vs HMEAX
ARBFX vs HMEAX Comparison Chart in %
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ARBFX vs. HMEAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
HMEAX has more cash in the bank: 1.17B vs. ARBFX (742M). HMEAX pays higher dividends than ARBFX: HMEAX (4.78) 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 (1.71). HMEAX is a more actively managed with annual turnover of: 406.00 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 : 6.98 vs. HMEAX (6.18). HMEAX return over 5 years is better than : 16.17 vs. ARBFX (3.91).
| ARBFX | HMEAX | ARBFX / HMEAX | |
| Total Expense Ratio | 1.71 | 2.49 | 69% |
| Annual Report Gross Expense Ratio | 1.71 | 2.74 | 62% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 6.667 | 5.229 | 127% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 742M | 1.17B | 63% |
| Annual Yield % from dividends | 0.42 | 4.78 | 9% |
| Returns for 1 year | 6.98 | 6.18 | 113% |
| Returns for 3 years | 10.95 | 15.73 | 70% |
| Returns for 5 years | 3.91 | 16.17 | 24% |
| Returns for 10 years | 10.57 | N/A | - |
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