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BALPX vs HMEZX
BALPX vs HMEZX Comparison Chart in %
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BALPX vs. HMEZX commentary
Sep 08, 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 HMEZX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.87B vs. HMEZX (1.13B). HMEZX pays higher dividends than BALPX: HMEZX (5.02) vs BALPX (4.08). BALPX was incepted earlier than HMEZX: BALPX (18 years) vs HMEZX (9 years). HMEZX (2.39) is less costly to investors than BALPX (1.60). HMEZX is a more actively managed with annual turnover of: 556.00 vs. BALPX (81.00). BALPX has a lower initial minimum investment than HMEZX: BALPX (1000) vs HMEZX (2500). BALPX annual gain was more profitable for investors over the last year : 6.27 vs. HMEZX (5.72). HMEZX return over 5 years is better than : 18.52 vs. BALPX (15.00).
| BALPX | HMEZX | BALPX / HMEZX | |
| Total Expense Ratio | 1.51 | 2.14 | 71% |
| Annual Report Gross Expense Ratio | 1.60 | 2.39 | 67% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 6.431 | 4.069 | 158% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.87B | 1.13B | 433% |
| Annual Yield % from dividends | 4.08 | 5.02 | 81% |
| Returns for 1 year | 6.27 | 5.72 | 110% |
| Returns for 3 years | 12.52 | 16.39 | 76% |
| Returns for 5 years | 15.00 | 18.52 | 81% |
| Returns for 10 years | 20.42 | N/A | - |
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