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BCSVX vs HRITX
BCSVX vs HRITX Comparison
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BCSVX vs HRITX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BCSVX has more cash in the bank: 752M vs. HRITX (633M). HRITX pays higher dividends than BCSVX: HRITX (0.99) vs BCSVX (0.42). BCSVX was incepted earlier than HRITX: BCSVX (11 years) vs HRITX (5 years). HRITX (2.30) is less costly to investors than BCSVX (1.31). HRITX is a more actively managed with annual turnover of: 220.00 vs. BCSVX (10.00). HRITX has a lower initial minimum investment than BCSVX: HRITX (0) vs BCSVX (5000). HRITX annual gain was more profitable for investors over the last year : 88.57 vs. BCSVX (-24.57).
| BCSVX | HRITX | BCSVX / HRITX | |
| Total Expense Ratio | 1.31 | 1.16 | 113% |
| Annual Report Gross Expense Ratio | 1.31 | 2.30 | 57% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | -16.803 | 47.829 | -35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 752M | 633M | 119% |
| Annual Yield % from dividends | 0.42 | 0.99 | 42% |
| Returns for 1 year | -24.57 | 88.57 | -28% |
| Returns for 3 years | -4.90 | 176.47 | -3% |
| Returns for 5 years | -26.36 | N/A | - |
| Returns for 10 years | 85.57 | N/A | - |
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