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BALPX vs HHCZX
BALPX vs HHCZX Comparison Chart
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BALPX vs. HHCZX commentary
May 23, 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 Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.54B vs. HHCZX (91.8M). BALPX pays higher dividends than HHCZX: BALPX (1.38) 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 : 4.61 vs. HHCZX (3.57). BALPX return over 5 years is better than : 11.56 vs. HHCZX (2.16).
| 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 | 3.470 | 0.487 | 712% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.54B | 91.8M | 4,943% |
| Annual Yield % from dividends | 1.38 | 0.56 | 245% |
| Returns for 1 year | 4.61 | 3.57 | 129% |
| Returns for 3 years | 10.21 | 16.88 | 60% |
| Returns for 5 years | 11.56 | 2.16 | 536% |
| Returns for 10 years | -30.04 | 3.53 | -852% |
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