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BHEIX vs BMCIX
BHEIX vs BMCIX Comparison Chart
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BHEIX vs. BMCIX commentary
Feb 23, 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 (1.95B) and BMCIX (1.95B) have equal amount of cash in the bank . BHEIX (6.55) and BMCIX (6.50) have matching dividends . BHEIX was incepted earlier than BMCIX: BHEIX (5 years) vs BMCIX (27 years). BHEIX (126.00) and BMCIX (126.00) have comparable annual turnover. BMCIX has a lower initial minimum investment than BHEIX: BMCIX (2000000) vs BHEIX (5000000). BHEIX (10.46) and BMCIX (10.41) have marching annual gain over last year.
| BHEIX | BMCIX | BHEIX / BMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 27 years | - |
| Gain YTD | 4.088 | 4.119 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2000000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 1.95B | 100% |
| Annual Yield % from dividends | 6.55 | 6.50 | 101% |
| Returns for 1 year | 10.46 | 10.41 | 101% |
| Returns for 3 years | 20.06 | 19.92 | 101% |
| Returns for 5 years | N/A | 47.86 | - |
| Returns for 10 years | N/A | 9.32 | - |
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