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BHEIX vs PMARX
BHEIX vs PMARX Comparison
Open Charts BHEIX vs PMARX
BHEIX vs PMARX Comparison Chart in %
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BHEIX vs. PMARX commentary
Aug 03, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
BHEIX has more cash in the bank: 2.15B vs. PMARX (166M). PMARX pays higher dividends than BHEIX: PMARX (10.35) vs BHEIX (7.54). BHEIX was incepted earlier than PMARX: BHEIX (6 years) vs PMARX (16 years). PMARX (1.32) is less costly to investors than BHEIX (0.89). BHEIX is a more actively managed with annual turnover of: 130.00 vs. PMARX (65.00). PMARX has a lower initial minimum investment than BHEIX: PMARX (2500) vs BHEIX (5000000). BHEIX annual gain was more profitable for investors over the last year : 23.66 vs. PMARX (14.91). BHEIX return over 5 years is better than : 62.21 vs. PMARX (23.71).
| BHEIX | PMARX | BHEIX / PMARX | |
| Total Expense Ratio | 0.80 | 1.20 | 67% |
| Annual Report Gross Expense Ratio | 0.89 | 1.32 | 67% |
| Fund Existence | 6 years | 16 years | - |
| Gain YTD | 13.668 | 8.390 | 163% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 166M | 1,294% |
| Annual Yield % from dividends | 7.54 | 10.35 | 73% |
| Returns for 1 year | 23.66 | 14.91 | 159% |
| Returns for 3 years | 47.15 | 41.68 | 113% |
| Returns for 5 years | 62.21 | 23.71 | 262% |
| Returns for 10 years | N/A | 55.20 | - |
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