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
Oct 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 Hold and PMARX is a Buy.
FUNDAMENTALS
Fundamentals
BHEIX has more cash in the bank: 1.93B vs. PMARX (148M). PMARX pays higher dividends than BHEIX: PMARX (11.23) vs BHEIX (7.85). 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 : 13.38 vs. BHEIX (9.01). BHEIX return over 5 years is better than : 86.10 vs. PMARX (40.76).
| 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 | 12.349 | 16.753 | 74% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 148M | 1,305% |
| Annual Yield % from dividends | 7.85 | 11.23 | 70% |
| Returns for 1 year | 9.01 | 13.38 | 67% |
| Returns for 3 years | 41.94 | 40.83 | 103% |
| Returns for 5 years | 86.10 | 40.76 | 211% |
| Returns for 10 years | N/A | 40.84 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement