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BALPX vs HHCCX
BALPX vs HHCCX Comparison Chart in %
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BALPX vs. HHCCX commentary
Jul 13, 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 HHCCX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.53B vs. HHCCX (84.9M). BALPX pays higher dividends than HHCCX: BALPX (1.34) vs HHCCX (0.00). BALPX was incepted earlier than HHCCX: BALPX (18 years) vs HHCCX (17 years). HHCCX (4.07) is less costly to investors than BALPX (1.60). HHCCX is a more actively managed with annual turnover of: 607.00 vs. BALPX (32.00). BALPX has a lower initial minimum investment than HHCCX: BALPX (1000) vs HHCCX (2500). BALPX annual gain was more profitable for investors over the last year : 6.73 vs. HHCCX (4.51). BALPX return over 5 years is better than : 12.48 vs. HHCCX (3.26).
| BALPX | HHCCX | BALPX / HHCCX | |
| Total Expense Ratio | 1.51 | 3.38 | 45% |
| Annual Report Gross Expense Ratio | 1.60 | 4.07 | 39% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 5.678 | 3.032 | 187% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.53B | 84.9M | 5,337% |
| Annual Yield % from dividends | 1.34 | 0.00 | - |
| Returns for 1 year | 6.73 | 4.51 | 149% |
| Returns for 3 years | 13.17 | 16.62 | 79% |
| Returns for 5 years | 12.48 | 3.26 | 382% |
| Returns for 10 years | -28.31 | -5.40 | 524% |
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