Interact to see
Advertisement
Advertisement
BHEIX vs FBPEX
BHEIX vs FBPEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BHEIX vs. FBPEX commentary
Nov 20, 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 Hold and FBPEX is a Hold.
FUNDAMENTALS
Fundamentals
BHEIX has more cash in the bank: 1.92B vs. FBPEX (75.9M). BHEIX pays higher dividends than FBPEX: BHEIX (7.94) vs FBPEX (3.25). BHEIX was incepted earlier than FBPEX: BHEIX (6 years) vs FBPEX (32 years). FBPEX (1.30) is less costly to investors than BHEIX (0.89). BHEIX is a more actively managed with annual turnover of: 130.00 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 : 8.05 vs. FBPEX (-3.26). BHEIX return over 5 years is better than : 65.43 vs. FBPEX (30.99).
| BHEIX | FBPEX | BHEIX / FBPEX | |
| Total Expense Ratio | 0.80 | 0.99 | 81% |
| Annual Report Gross Expense Ratio | 0.89 | 1.30 | 68% |
| Fund Existence | 6 years | 32 years | - |
| Gain YTD | 11.039 | 7.705 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 75.9M | 2,530% |
| Annual Yield % from dividends | 7.94 | 3.25 | 244% |
| Returns for 1 year | 8.05 | -3.26 | -247% |
| Returns for 3 years | 32.58 | 8.99 | 363% |
| Returns for 5 years | 65.43 | 30.99 | 211% |
| Returns for 10 years | N/A | 47.51 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement