Interact to see
Advertisement
Advertisement
BHEIX vs PMARX
BHEIX vs PMARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BHEIX vs. PMARX commentary
Sep 07, 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 PMARX is a Buy.
FUNDAMENTALS
Fundamentals
BHEIX has more cash in the bank: 1.92B vs. PMARX (143M). PMARX pays higher dividends than BHEIX: PMARX (11.22) vs BHEIX (7.27). BHEIX was incepted earlier than PMARX: BHEIX (5 years) vs PMARX (15 years). PMARX (1.40) is less costly to investors than BHEIX (0.88). BHEIX is a more actively managed with annual turnover of: 130.00 vs. PMARX (114.00). PMARX has a lower initial minimum investment than BHEIX: PMARX (1000) vs BHEIX (5000000). PMARX annual gain was more profitable for investors over the last year : 15.48 vs. BHEIX (8.94). BHEIX return over 5 years is better than : 81.96 vs. PMARX (37.22).
| BHEIX | PMARX | BHEIX / PMARX | |
| Total Expense Ratio | 0.80 | 1.20 | 67% |
| Annual Report Gross Expense Ratio | 0.88 | 1.40 | 63% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 11.361 | 15.858 | 72% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 143M | 1,340% |
| Annual Yield % from dividends | 7.27 | 11.22 | 65% |
| Returns for 1 year | 8.94 | 15.48 | 58% |
| Returns for 3 years | 37.29 | 37.14 | 100% |
| Returns for 5 years | 81.96 | 37.22 | 220% |
| Returns for 10 years | N/A | 40.00 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers