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BHEIX vs BMCIX
BHEIX vs BMCIX Comparison Chart in %
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BHEIX vs. BMCIX commentary
Jul 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 (1.86B) and BMCIX (1.86B) have equal amount of cash in the bank . BHEIX (8.12) and BMCIX (8.07) 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 (6.13) and BMCIX (6.04) have marching annual gain over last year. BHEIX (76.54) and BMCIX (76.15) 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 | 7.240 | 7.213 | 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 | 8.12 | 8.07 | 101% |
| Returns for 1 year | 6.13 | 6.04 | 101% |
| Returns for 3 years | 33.43 | 33.18 | 101% |
| Returns for 5 years | 76.54 | 76.15 | 101% |
| Returns for 10 years | N/A | 8.64 | - |
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