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BALPX vs HMEZX
BALPX vs HMEZX Comparison
Open Charts BALPX vs HMEZX
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BALPX vs HMEZX Comparison Chart
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BALPX vs. HMEZX commentary
Oct 18, 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 HMEZX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.84B vs. HMEZX (803M). HMEZX pays higher dividends than BALPX: HMEZX (5.06) vs BALPX (1.93). BALPX was incepted earlier than HMEZX: BALPX (17 years) vs HMEZX (8 years). HMEZX is a more actively managed with annual turnover of: 646.00 vs. BALPX (33.00). BALPX has a lower initial minimum investment than HMEZX: BALPX (1000) vs HMEZX (2500). BALPX (6.88) and HMEZX (6.66) have marching annual gain over last year. HMEZX return over 5 years is better than : 20.50 vs. BALPX (6.30).
| BALPX | HMEZX | BALPX / HMEZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 2.629 | 5.524 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.84B | 803M | 602% |
| Annual Yield % from dividends | 1.93 | 5.06 | 38% |
| Returns for 1 year | 6.88 | 6.66 | 103% |
| Returns for 3 years | 6.75 | 11.07 | 61% |
| Returns for 5 years | 6.30 | 20.50 | 31% |
| Returns for 10 years | -25.63 | N/A | - |
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