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BCLPX vs HMEZX
BCLPX vs HMEZX Comparison Chart
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BCLPX vs. HMEZX commentary
Apr 28, 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 HMEZX is a Buy.
FUNDAMENTALS
Fundamentals
BCLPX has more cash in the bank: 4.52B vs. HMEZX (1.05B). HMEZX pays higher dividends than BCLPX: HMEZX (5.08) vs BCLPX (0.72). BCLPX was incepted earlier than HMEZX: BCLPX (17 years) vs HMEZX (9 years). HMEZX (2.39) and BCLPX (2.37) have similar cost to investors . HMEZX is a more actively managed with annual turnover of: 556.00 vs. BCLPX (32.00). BCLPX has a lower initial minimum investment than HMEZX: BCLPX (1000) vs HMEZX (2500). HMEZX annual gain was more profitable for investors over the last year : 5.41 vs. BCLPX (3.65). HMEZX return over 5 years is better than : 20.46 vs. BCLPX (8.19).
| BCLPX | HMEZX | BCLPX / HMEZX | |
| Total Expense Ratio | 2.28 | 2.14 | 107% |
| Annual Report Gross Expense Ratio | 2.37 | 2.39 | 99% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 2.404 | 1.529 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.52B | 1.05B | 430% |
| Annual Yield % from dividends | 0.72 | 5.08 | 14% |
| Returns for 1 year | 3.65 | 5.41 | 67% |
| Returns for 3 years | 5.59 | 14.76 | 38% |
| Returns for 5 years | 8.19 | 20.46 | 40% |
| Returns for 10 years | -38.09 | N/A | - |
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