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BHEIX vs BMCIX
BHEIX vs BMCIX Comparison Chart in %
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BHEIX vs. BMCIX commentary
Sep 18, 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 Buy.
FUNDAMENTALS
Fundamentals
BHEIX (1.92B) and BMCIX (1.92B) have equal amount of cash in the bank . BHEIX (7.92) and BMCIX (7.87) 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 (130.00) and BMCIX (130.00) have comparable annual turnover. BMCIX has a lower initial minimum investment than BHEIX: BMCIX (2000000) vs BHEIX (5000000). BHEIX (8.79) and BMCIX (8.77) have marching annual gain over last year. BHEIX (82.29) and BMCIX (81.94) 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 | 11.323 | 11.322 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2000000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 1.92B | 100% |
| Annual Yield % from dividends | 7.92 | 7.87 | 101% |
| Returns for 1 year | 8.79 | 8.77 | 100% |
| Returns for 3 years | 37.76 | 37.54 | 101% |
| Returns for 5 years | 82.29 | 81.94 | 100% |
| Returns for 10 years | N/A | 21.49 | - |
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