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BHEIX vs BMCIX
BHEIX vs BMCIX Comparison Chart in %
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BHEIX vs. BMCIX commentary
Aug 08, 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 BHEIX is a StrongBuy and BMCIX is a Hold.
FUNDAMENTALS
Fundamentals
BHEIX (1.86B) and BMCIX (1.86B) have equal amount of cash in the bank . BHEIX (8.15) and BMCIX (8.10) have matching dividends . BHEIX was incepted earlier than BMCIX: BHEIX (5 years) vs BMCIX (27 years). BMCIX (0.99) is less costly to investors than BHEIX (0.88). BHEIX (85.00) and BMCIX (85.00) have comparable annual turnover. BMCIX has a lower initial minimum investment than BHEIX: BMCIX (2000000) vs BHEIX (5000000). BHEIX (9.45) and BMCIX (9.43) have marching annual gain over last year. BHEIX (75.45) and BMCIX (75.12) have equivalent 5 years return.
| BHEIX | BMCIX | BHEIX / BMCIX | |
| Total Expense Ratio | 0.80 | 0.85 | 94% |
| Annual Report Gross Expense Ratio | 0.88 | 0.99 | 89% |
| Fund Existence | 5 years | 27 years | - |
| Gain YTD | 7.325 | 7.330 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2000000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 1.86B | 100% |
| Annual Yield % from dividends | 8.15 | 8.10 | 101% |
| Returns for 1 year | 9.45 | 9.43 | 100% |
| Returns for 3 years | 27.86 | 27.67 | 101% |
| Returns for 5 years | 75.45 | 75.12 | 100% |
| Returns for 10 years | N/A | 11.47 | - |
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