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BHEIX vs FBPEX
BHEIX vs FBPEX Comparison Chart
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BHEIX vs. FBPEX commentary
May 22, 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 FBPEX is a Buy.
FUNDAMENTALS
Fundamentals
BHEIX has more cash in the bank: 1.82B vs. FBPEX (66M). BHEIX pays higher dividends than FBPEX: BHEIX (8.52) vs FBPEX (3.44). BHEIX was incepted earlier than FBPEX: BHEIX (5 years) vs FBPEX (32 years). FBPEX (1.30) is less costly to investors than BHEIX (0.88). BHEIX is a more actively managed with annual turnover of: 85.00 vs. FBPEX (20.00). FBPEX has a lower initial minimum investment than BHEIX: FBPEX (5000) vs BHEIX (5000000). BHEIX annual gain was more profitable for investors over the last year : 4.65 vs. FBPEX (0.28). BHEIX return over 5 years is better than : 84.88 vs. FBPEX (52.67).
| BHEIX | FBPEX | BHEIX / FBPEX | |
| Total Expense Ratio | 0.80 | 0.99 | 81% |
| Annual Report Gross Expense Ratio | 0.88 | 1.30 | 68% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 4.305 | 3.280 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 66M | 2,755% |
| Annual Yield % from dividends | 8.52 | 3.44 | 248% |
| Returns for 1 year | 4.65 | 0.28 | 1,656% |
| Returns for 3 years | 25.19 | -0.23 | -10,969% |
| Returns for 5 years | 84.88 | 52.67 | 161% |
| Returns for 10 years | N/A | 31.58 | - |
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