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BHEIX vs MENRX
BHEIX vs MENRX Comparison Chart
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BHEIX vs. MENRX commentary
Apr 04, 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 MENRX is a Hold.
FUNDAMENTALS
Fundamentals
BHEIX has more cash in the bank: 1.91B vs. MENRX (201M). BHEIX (8.04) and MENRX (7.96) have matching dividends . BHEIX was incepted earlier than MENRX: BHEIX (5 years) vs MENRX (13 years). MENRX (0.91) and BHEIX (0.88) have similar cost to investors . MENRX is a more actively managed with annual turnover of: 144.00 vs. BHEIX (85.00). MENRX has a lower initial minimum investment than BHEIX: MENRX (500000) vs BHEIX (5000000). BHEIX annual gain was more profitable for investors over the last year : 5.05 vs. MENRX (-1.13).
| BHEIX | MENRX | BHEIX / MENRX | |
| Total Expense Ratio | 0.80 | 0.91 | 88% |
| Annual Report Gross Expense Ratio | 0.88 | 0.91 | 97% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 2.501 | -1.867 | -134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 500000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 201M | 949% |
| Annual Yield % from dividends | 8.04 | 7.96 | 101% |
| Returns for 1 year | 5.05 | -1.13 | -447% |
| Returns for 3 years | 15.19 | 11.74 | 129% |
| Returns for 5 years | N/A | 92.28 | - |
| Returns for 10 years | N/A | 66.76 | - |
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