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BHEIX vs HIOIX
BHEIX vs HIOIX Comparison
Open Charts BHEIX vs HIOIX
BHEIX vs HIOIX Comparison Chart in %
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BHEIX vs. HIOIX commentary
Aug 23, 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 Hold and HIOIX is a Hold.
FUNDAMENTALS
Fundamentals
BHEIX has more cash in the bank: 2.22B vs. HIOIX (15.6M). BHEIX pays higher dividends than HIOIX: BHEIX (7.54) vs HIOIX (0.00). BHEIX was incepted earlier than HIOIX: BHEIX (6 years) vs HIOIX (11 years). HIOIX (2.54) is less costly to investors than BHEIX (0.89). HIOIX is a more actively managed with annual turnover of: 141.08 vs. BHEIX (130.00). HIOIX has a lower initial minimum investment than BHEIX: HIOIX (2000) vs BHEIX (5000000). BHEIX annual gain was more profitable for investors over the last year : 21.35 vs. HIOIX (-6.14). BHEIX return over 5 years is better than : 61.90 vs. HIOIX (7.65).
| BHEIX | HIOIX | BHEIX / HIOIX | |
| Total Expense Ratio | 0.80 | 2.03 | 39% |
| Annual Report Gross Expense Ratio | 0.89 | 2.54 | 35% |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | 13.564 | 0.160 | 8,484% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.22B | 15.6M | 14,244% |
| Annual Yield % from dividends | 7.54 | 0.00 | - |
| Returns for 1 year | 21.35 | -6.14 | -348% |
| Returns for 3 years | 53.41 | 21.53 | 248% |
| Returns for 5 years | 61.90 | 7.65 | 810% |
| Returns for 10 years | N/A | 14.74 | - |
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