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BHEIX vs FBPEX
BHEIX vs FBPEX Comparison
Open Charts BHEIX vs FBPEX
BHEIX vs FBPEX Comparison Chart in %
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BHEIX vs. FBPEX commentary
Jun 03, 2026
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 Buy and FBPEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BHEIX has more cash in the bank: 2.1B vs. FBPEX (90.4M). BHEIX pays higher dividends than FBPEX: BHEIX (7.80) vs FBPEX (3.22). BHEIX was incepted earlier than FBPEX: BHEIX (6 years) vs FBPEX (33 years). FBPEX (1.18) is less costly to investors than BHEIX (0.89). BHEIX is a more actively managed with annual turnover of: 130.00 vs. FBPEX (33.00). 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 : 21.81 vs. FBPEX (11.73). BHEIX return over 5 years is better than : 49.75 vs. FBPEX (7.68).
| BHEIX | FBPEX | BHEIX / FBPEX | |
| Total Expense Ratio | 0.80 | 1.01 | 79% |
| Annual Report Gross Expense Ratio | 0.89 | 1.18 | 75% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 7.191 | 9.001 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 90.4M | 2,325% |
| Annual Yield % from dividends | 7.80 | 3.22 | 242% |
| Returns for 1 year | 21.81 | 11.73 | 186% |
| Returns for 3 years | 46.67 | 22.39 | 208% |
| Returns for 5 years | 49.75 | 7.68 | 648% |
| Returns for 10 years | N/A | 58.45 | - |
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