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BALPX vs HHCAX
BALPX vs HHCAX Comparison Chart in %
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BALPX vs. HHCAX commentary
Jun 27, 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: 4.58B vs. HHCAX (84.5M). BALPX pays higher dividends than HHCAX: BALPX (1.36) vs HHCAX (0.23). BALPX was incepted earlier than HHCAX: BALPX (18 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 : 6.45 vs. HHCAX (3.98). BALPX return over 5 years is better than : 11.96 vs. HHCAX (8.13).
| BALPX | HHCAX | BALPX / HHCAX | |
| Total Expense Ratio | 1.51 | 2.73 | 55% |
| Annual Report Gross Expense Ratio | 1.60 | 3.42 | 47% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 4.627 | 1.474 | 314% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 84.5M | 5,419% |
| Annual Yield % from dividends | 1.36 | 0.23 | 581% |
| Returns for 1 year | 6.45 | 3.98 | 162% |
| Returns for 3 years | 11.68 | 16.84 | 69% |
| Returns for 5 years | 11.96 | 8.13 | 147% |
| Returns for 10 years | -28.59 | 0.06 | -44,231% |
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