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BHEIX vs MENAX
BHEIX vs MENAX Comparison Chart
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BHEIX vs. MENAX commentary
Apr 12, 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 MENAX is a Hold.
FUNDAMENTALS
Fundamentals
BHEIX has more cash in the bank: 1.55B vs. MENAX (186M). MENAX pays higher dividends than BHEIX: MENAX (8.51) vs BHEIX (8.04). BHEIX was incepted earlier than MENAX: BHEIX (5 years) vs MENAX (15 years). MENAX (1.29) is less costly to investors than BHEIX (0.88). MENAX is a more actively managed with annual turnover of: 144.00 vs. BHEIX (85.00). MENAX has a lower initial minimum investment than BHEIX: MENAX (1000) vs BHEIX (5000000). BHEIX annual gain was more profitable for investors over the last year : -2.59 vs. MENAX (-9.34).
| BHEIX | MENAX | BHEIX / MENAX | |
| Total Expense Ratio | 0.80 | 1.29 | 62% |
| Annual Report Gross Expense Ratio | 0.88 | 1.29 | 68% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | -6.279 | -10.365 | 61% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 186M | 832% |
| Annual Yield % from dividends | 8.04 | 8.51 | 94% |
| Returns for 1 year | -2.59 | -9.34 | 28% |
| Returns for 3 years | 5.74 | 2.21 | 260% |
| Returns for 5 years | N/A | 56.91 | - |
| Returns for 10 years | N/A | 44.11 | - |
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