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BALPX vs HHCAX
BALPX vs HHCAX Comparison Chart
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BALPX vs. HHCAX commentary
Apr 11, 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 BALPX is a Buy and HHCAX is a Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.46B vs. HHCAX (92.9M). BALPX pays higher dividends than HHCAX: BALPX (1.40) vs HHCAX (0.24). BALPX was incepted earlier than HHCAX: BALPX (17 years) vs HHCAX (17 years). HHCAX (3.42) is less costly to investors than BALPX (1.60). HHCAX is a more actively managed with annual turnover of: 607.00 vs. BALPX (32.00). HHCAX (6%) and BALPX (5%) have equivalent initial investment costs. BALPX has a lower initial minimum investment than HHCAX: BALPX (1000) vs HHCAX (2500). BALPX annual gain was more profitable for investors over the last year : 0.36 vs. HHCAX (0.17). HHCAX return over 5 years is better than : 15.41 vs. BALPX (9.87).
| BALPX | HHCAX | BALPX / HHCAX | |
| Total Expense Ratio | 1.51 | 2.73 | 55% |
| Annual Report Gross Expense Ratio | 1.60 | 3.42 | 47% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | -0.631 | -2.436 | 26% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.46B | 92.9M | 4,803% |
| Annual Yield % from dividends | 1.40 | 0.24 | 587% |
| Returns for 1 year | 0.36 | 0.17 | 211% |
| Returns for 3 years | 4.06 | 10.59 | 38% |
| Returns for 5 years | 9.87 | 15.41 | 64% |
| Returns for 10 years | -33.09 | -3.50 | 947% |
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