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BHEIX vs HROAX
BHEIX vs HROAX Comparison Chart
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BHEIX vs. HROAX commentary
Apr 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 HROAX is a Buy.
FUNDAMENTALS
Fundamentals
BHEIX has more cash in the bank: 1.56B vs. HROAX (32.3M). BHEIX pays higher dividends than HROAX: BHEIX (8.04) vs HROAX (0.00). BHEIX was incepted earlier than HROAX: BHEIX (5 years) vs HROAX (9 years). HROAX (3.01) is less costly to investors than BHEIX (0.88). HROAX is a more actively managed with annual turnover of: 487.35 vs. BHEIX (85.00). HROAX has a lower initial minimum investment than BHEIX: HROAX (1000) vs BHEIX (5000000). BHEIX annual gain was more profitable for investors over the last year : 1.77 vs. HROAX (-2.47).
| BHEIX | HROAX | BHEIX / HROAX | |
| Total Expense Ratio | 0.80 | 2.26 | 35% |
| Annual Report Gross Expense Ratio | 0.88 | 3.01 | 29% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | -3.938 | -10.654 | 37% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 32.3M | 4,833% |
| Annual Yield % from dividends | 8.04 | 0.00 | - |
| Returns for 1 year | 1.77 | -2.47 | -72% |
| Returns for 3 years | 7.74 | 12.70 | 61% |
| Returns for 5 years | N/A | 19.53 | - |
| Returns for 10 years | N/A | N/A | - |
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