Interact to see
Advertisement
Advertisement
BHEIX vs TCBAX
BHEIX vs TCBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BHEIX vs. TCBAX commentary
Sep 06, 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 TCBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BHEIX has more cash in the bank: 1.92B vs. TCBAX (109M). BHEIX pays higher dividends than TCBAX: BHEIX (7.27) vs TCBAX (1.37). BHEIX was incepted earlier than TCBAX: BHEIX (5 years) vs TCBAX (12 years). TCBAX (1.81) is less costly to investors than BHEIX (0.88). BHEIX (130.00) and TCBAX (125.00) have comparable annual turnover. TCBAX has a lower initial minimum investment than BHEIX: TCBAX (2500) vs BHEIX (5000000). BHEIX annual gain was more profitable for investors over the last year : 8.94 vs. TCBAX (2.37). BHEIX return over 5 years is better than : 81.96 vs. TCBAX (22.73).
| BHEIX | TCBAX | BHEIX / TCBAX | |
| Total Expense Ratio | 0.80 | 1.74 | 46% |
| Annual Report Gross Expense Ratio | 0.88 | 1.81 | 49% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 11.361 | 5.466 | 208% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 109M | 1,760% |
| Annual Yield % from dividends | 7.27 | 1.37 | 532% |
| Returns for 1 year | 8.94 | 2.37 | 377% |
| Returns for 3 years | 37.29 | 2.97 | 1,256% |
| Returns for 5 years | 81.96 | 22.73 | 361% |
| Returns for 10 years | N/A | 8.13 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement