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BHEIX vs BMCIX
BHEIX vs BMCIX Comparison Chart
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BHEIX vs. BMCIX commentary
May 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BHEIX (1.78B) and BMCIX (1.78B) have equal amount of cash in the bank . BHEIX (8.52) and BMCIX (8.47) 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 (5.76) and BMCIX (5.67) have marching annual gain over last year. BHEIX (72.66) and BMCIX (72.28) 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 | 2.389 | 2.372 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2000000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.78B | 1.78B | 100% |
| Annual Yield % from dividends | 8.52 | 8.47 | 101% |
| Returns for 1 year | 5.76 | 5.67 | 102% |
| Returns for 3 years | 16.57 | 16.44 | 101% |
| Returns for 5 years | 72.66 | 72.28 | 101% |
| Returns for 10 years | N/A | 3.98 | - |
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