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BCLPX vs HMEZX
BCLPX vs HMEZX Comparison Chart in %
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BCLPX vs. HMEZX commentary
Nov 20, 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 Hold and HMEZX is a Hold.
FUNDAMENTALS
Fundamentals
BCLPX has more cash in the bank: 4.75B vs. HMEZX (1.17B). HMEZX pays higher dividends than BCLPX: HMEZX (5.01) vs BCLPX (3.49). BCLPX was incepted earlier than HMEZX: BCLPX (18 years) vs HMEZX (9 years). HMEZX (2.39) and BCLPX (2.36) have similar cost to investors . HMEZX is a more actively managed with annual turnover of: 406.00 vs. BCLPX (81.00). 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 : 6.51 vs. BCLPX (5.29). HMEZX return over 5 years is better than : 18.35 vs. BCLPX (7.78).
| BCLPX | HMEZX | BCLPX / HMEZX | |
| Total Expense Ratio | 2.27 | 2.14 | 106% |
| Annual Report Gross Expense Ratio | 2.36 | 2.39 | 99% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 5.783 | 5.492 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.75B | 1.17B | 406% |
| Annual Yield % from dividends | 3.49 | 5.01 | 70% |
| Returns for 1 year | 5.29 | 6.51 | 81% |
| Returns for 3 years | 9.73 | 16.91 | 58% |
| Returns for 5 years | 7.78 | 18.35 | 42% |
| Returns for 10 years | 13.25 | N/A | - |
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