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BHEIX vs PMARX
BHEIX vs PMARX Comparison Chart
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BHEIX vs. PMARX commentary
May 22, 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: 1.82B vs. PMARX (115M). PMARX pays higher dividends than BHEIX: PMARX (12.58) vs BHEIX (8.52). 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). 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 (4.65) and PMARX (4.48) have marching annual gain over last year. BHEIX return over 5 years is better than : 84.88 vs. PMARX (38.18).
| 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 | 4.305 | 3.968 | 109% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 115M | 1,581% |
| Annual Yield % from dividends | 8.52 | 12.58 | 68% |
| Returns for 1 year | 4.65 | 4.48 | 104% |
| Returns for 3 years | 25.19 | 18.89 | 133% |
| Returns for 5 years | 84.88 | 38.18 | 222% |
| Returns for 10 years | N/A | 11.70 | - |
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