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BHEIX vs FBPEX
BHEIX vs FBPEX Comparison Chart
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BHEIX vs. FBPEX commentary
Jan 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 FBPEX is a Hold.
FUNDAMENTALS
Fundamentals
BHEIX has more cash in the bank: 1.95B vs. FBPEX (60.7M). BHEIX pays higher dividends than FBPEX: BHEIX (6.55) vs FBPEX (2.75). BHEIX was incepted earlier than FBPEX: BHEIX (5 years) vs FBPEX (32 years). BHEIX is a more actively managed with annual turnover of: 126.00 vs. FBPEX (21.00). 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 : 10.69 vs. FBPEX (7.52).
| BHEIX | FBPEX | BHEIX / FBPEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 1.828 | 3.492 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 60.7M | 3,214% |
| Annual Yield % from dividends | 6.55 | 2.75 | 238% |
| Returns for 1 year | 10.69 | 7.52 | 142% |
| Returns for 3 years | 18.42 | -0.65 | -2,814% |
| Returns for 5 years | N/A | 17.80 | - |
| Returns for 10 years | N/A | 36.61 | - |
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