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BHEIX vs SCJAX
BHEIX vs SCJAX Comparison Chart in %
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BHEIX vs. SCJAX commentary
Sep 16, 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 SCJAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BHEIX has more cash in the bank: 1.92B vs. SCJAX (104M). BHEIX pays higher dividends than SCJAX: BHEIX (7.92) vs SCJAX (0.79). BHEIX was incepted earlier than SCJAX: BHEIX (5 years) vs SCJAX (8 years). SCJAX (1.42) is less costly to investors than BHEIX (0.88). BHEIX is a more actively managed with annual turnover of: 130.00 vs. SCJAX (101.00). SCJAX has a lower initial minimum investment than BHEIX: SCJAX (1000) vs BHEIX (5000000). BHEIX annual gain was more profitable for investors over the last year : 9.61 vs. SCJAX (0.01). BHEIX return over 5 years is better than : 80.92 vs. SCJAX (-13.66).
| BHEIX | SCJAX | BHEIX / SCJAX | |
| Total Expense Ratio | 0.80 | 1.25 | 64% |
| Annual Report Gross Expense Ratio | 0.88 | 1.42 | 62% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 11.589 | 3.611 | 321% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 104M | 1,849% |
| Annual Yield % from dividends | 7.92 | 0.79 | 1,007% |
| Returns for 1 year | 9.61 | 0.01 | 78,345% |
| Returns for 3 years | 38.08 | 8.46 | 450% |
| Returns for 5 years | 80.92 | -13.66 | -592% |
| Returns for 10 years | N/A | N/A | - |
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