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BHEIX vs PMARX
BHEIX vs PMARX Comparison Chart in %
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BHEIX vs. PMARX commentary
Jul 26, 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: 1.9B vs. PMARX (133M). PMARX pays higher dividends than BHEIX: PMARX (11.60) vs BHEIX (8.12). 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). PMARX annual gain was more profitable for investors over the last year : 12.27 vs. BHEIX (9.88). BHEIX return over 5 years is better than : 82.57 vs. PMARX (35.42).
| 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 | 9.521 | 11.799 | 81% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 133M | 1,428% |
| Annual Yield % from dividends | 8.12 | 11.60 | 70% |
| Returns for 1 year | 9.88 | 12.27 | 81% |
| Returns for 3 years | 32.99 | 32.22 | 102% |
| Returns for 5 years | 82.57 | 35.42 | 233% |
| Returns for 10 years | N/A | 28.77 | - |
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