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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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VS
FUNDAMENTALS
Fundamentals
BCSVX has more cash in the bank: 693M vs. HRITX (568M). HRITX pays higher dividends than BCSVX: HRITX (1.19) vs BCSVX (0.41). 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 (16.00). 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 : 46.17 vs. BCSVX (-15.45).
| 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 | -4.900 | 28.383 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 693M | 568M | 122% |
| Annual Yield % from dividends | 0.41 | 1.19 | 34% |
| Returns for 1 year | -15.45 | 46.17 | -33% |
| Returns for 3 years | 10.35 | 130.88 | 8% |
| Returns for 5 years | -19.99 | N/A | - |
| Returns for 10 years | 93.95 | N/A | - |
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