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BALPX vs HMECX
BALPX vs HMECX Comparison
Open Charts BALPX vs HMECX
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BALPX vs HMECX Comparison Chart
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BALPX vs. HMECX commentary
Sep 20, 2024
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 HMECX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.88B vs. HMECX (802M). HMECX pays higher dividends than BALPX: HMECX (4.30) vs BALPX (1.93). BALPX was incepted earlier than HMECX: BALPX (17 years) vs HMECX (8 years). HMECX is a more actively managed with annual turnover of: 646.00 vs. BALPX (33.00). BALPX has a lower initial minimum investment than HMECX: BALPX (1000) vs HMECX (2500). BALPX annual gain was more profitable for investors over the last year : 5.87 vs. HMECX (5.58). HMECX return over 5 years is better than : 13.85 vs. BALPX (6.20).
| BALPX | HMECX | BALPX / HMECX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 2.208 | 3.988 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.88B | 802M | 609% |
| Annual Yield % from dividends | 1.93 | 4.30 | 45% |
| Returns for 1 year | 5.87 | 5.58 | 105% |
| Returns for 3 years | 5.98 | 7.22 | 83% |
| Returns for 5 years | 6.20 | 13.85 | 45% |
| Returns for 10 years | -30.51 | N/A | - |
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