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BHEIX vs GVIRX
BHEIX vs GVIRX Comparison Chart in %
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BHEIX vs. GVIRX commentary
Sep 16, 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 GVIRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GVIRX has more cash in the bank: 3.68B vs. BHEIX (1.92B). BHEIX pays higher dividends than GVIRX: BHEIX (7.92) vs GVIRX (1.08). BHEIX was incepted earlier than GVIRX: BHEIX (5 years) vs GVIRX (15 years). BHEIX (0.88) and GVIRX (0.86) have similar cost to investors . BHEIX is a more actively managed with annual turnover of: 130.00 vs. GVIRX (23.00). GVIRX has a lower initial minimum investment than BHEIX: GVIRX (0) vs BHEIX (5000000). BHEIX annual gain was more profitable for investors over the last year : 9.61 vs. GVIRX (8.81). BHEIX return over 5 years is better than : 80.92 vs. GVIRX (43.84).
| BHEIX | GVIRX | BHEIX / GVIRX | |
| Total Expense Ratio | 0.80 | 0.76 | 105% |
| Annual Report Gross Expense Ratio | 0.88 | 0.86 | 102% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 11.589 | 9.363 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 3.68B | 52% |
| Annual Yield % from dividends | 7.92 | 1.08 | 735% |
| Returns for 1 year | 9.61 | 8.81 | 109% |
| Returns for 3 years | 38.08 | 39.03 | 98% |
| Returns for 5 years | 80.92 | 43.84 | 185% |
| Returns for 10 years | N/A | 86.55 | - |
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