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BALPX vs HHCZX
BALPX vs HHCZX Comparison Chart
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BALPX vs. HHCZX commentary
Jun 15, 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 HHCZX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.56B vs. HHCZX (84.8M). BALPX pays higher dividends than HHCZX: BALPX (1.36) vs HHCZX (0.55). BALPX was incepted earlier than HHCZX: BALPX (18 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 : 5.58 vs. HHCZX (4.64). BALPX return over 5 years is better than : 11.52 vs. HHCZX (10.56).
| BALPX | HHCZX | BALPX / HHCZX | |
| Total Expense Ratio | 1.51 | 2.38 | 63% |
| Annual Report Gross Expense Ratio | 1.60 | 3.07 | 52% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 4.101 | 1.644 | 249% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 84.8M | 5,373% |
| Annual Yield % from dividends | 1.36 | 0.55 | 245% |
| Returns for 1 year | 5.58 | 4.64 | 120% |
| Returns for 3 years | 12.57 | 21.73 | 58% |
| Returns for 5 years | 11.52 | 10.56 | 109% |
| Returns for 10 years | -29.71 | 4.47 | -665% |
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