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BALPX vs HHCZX
BALPX vs HHCZX Comparison Chart
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BALPX vs. HHCZX commentary
Apr 03, 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 StrongBuy and HHCZX is a Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.58B vs. HHCZX (92M). BALPX pays higher dividends than HHCZX: BALPX (1.40) vs HHCZX (0.56). BALPX was incepted earlier than HHCZX: BALPX (17 years) vs HHCZX (17 years). HHCZX (3.07) is less costly to investors than BALPX (1.60). HHCZX is a more actively managed with annual turnover of: 607.00 vs. BALPX (32.00). BALPX has a lower initial minimum investment than HHCZX: BALPX (1000) vs HHCZX (2500). BALPX annual gain was more profitable for investors over the last year : 2.81 vs. HHCZX (2.19). HHCZX return over 5 years is better than : 33.27 vs. BALPX (15.93).
| BALPX | HHCZX | BALPX / HHCZX | |
| Total Expense Ratio | 1.51 | 2.38 | 63% |
| Annual Report Gross Expense Ratio | 1.60 | 3.07 | 52% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 1.472 | -0.914 | -161% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 92M | 4,975% |
| Annual Yield % from dividends | 1.40 | 0.56 | 247% |
| Returns for 1 year | 2.81 | 2.19 | 128% |
| Returns for 3 years | 6.04 | 12.92 | 47% |
| Returns for 5 years | 15.93 | 33.27 | 48% |
| Returns for 10 years | -30.65 | 1.96 | -1,563% |
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