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BCLPX vs HHCZX
BCLPX vs HHCZX Comparison Chart
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BCLPX 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 BCLPX is a Buy and HHCZX is a Hold.
FUNDAMENTALS
Fundamentals
BCLPX has more cash in the bank: 4.54B vs. HHCZX (91.8M). BCLPX pays higher dividends than HHCZX: BCLPX (0.71) vs HHCZX (0.56). BCLPX was incepted earlier than HHCZX: BCLPX (17 years) vs HHCZX (17 years). HHCZX (3.07) is less costly to investors than BCLPX (2.37). HHCZX is a more actively managed with annual turnover of: 607.00 vs. BCLPX (32.00). BCLPX has a lower initial minimum investment than HHCZX: BCLPX (1000) vs HHCZX (2500). BCLPX (3.75) and HHCZX (3.57) have marching annual gain over last year. BCLPX return over 5 years is better than : 7.11 vs. HHCZX (2.16).
| BCLPX | HHCZX | BCLPX / HHCZX | |
| Total Expense Ratio | 2.28 | 2.38 | 96% |
| Annual Report Gross Expense Ratio | 2.37 | 3.07 | 77% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 3.125 | 0.487 | 641% |
| Front Load | N/A | 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 | 0.71 | 0.56 | 126% |
| Returns for 1 year | 3.75 | 3.57 | 105% |
| Returns for 3 years | 7.37 | 16.88 | 44% |
| Returns for 5 years | 7.11 | 2.16 | 330% |
| Returns for 10 years | -37.35 | 3.53 | -1,059% |
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