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BHEIX vs PMARX
BHEIX vs PMARX Comparison Chart
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BHEIX vs. PMARX 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 PMARX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BHEIX has more cash in the bank: 1.55B vs. PMARX (104M). PMARX pays higher dividends than BHEIX: PMARX (12.05) vs BHEIX (8.04). BHEIX was incepted earlier than PMARX: BHEIX (5 years) vs PMARX (15 years). PMARX (1.39) is less costly to investors than BHEIX (0.88). PMARX is a more actively managed with annual turnover of: 114.00 vs. BHEIX (85.00). PMARX has a lower initial minimum investment than BHEIX: PMARX (1000) vs BHEIX (5000000). BHEIX annual gain was more profitable for investors over the last year : -2.59 vs. PMARX (-6.33).
| BHEIX | PMARX | BHEIX / PMARX | |
| Total Expense Ratio | 0.80 | 1.22 | 66% |
| Annual Report Gross Expense Ratio | 0.88 | 1.39 | 63% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | -6.279 | -9.202 | 68% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 104M | 1,488% |
| Annual Yield % from dividends | 8.04 | 12.05 | 67% |
| Returns for 1 year | -2.59 | -6.33 | 41% |
| Returns for 3 years | 5.74 | -4.15 | -138% |
| Returns for 5 years | N/A | 24.84 | - |
| Returns for 10 years | N/A | -1.39 | - |
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