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BHEIX vs TCBAX
BHEIX vs TCBAX Comparison Chart in %
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BHEIX vs. TCBAX commentary
Aug 17, 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 Buy.
FUNDAMENTALS
Fundamentals
BHEIX has more cash in the bank: 1.89B vs. TCBAX (108M). BHEIX pays higher dividends than TCBAX: BHEIX (8.15) vs TCBAX (1.41). 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). TCBAX is a more actively managed with annual turnover of: 125.00 vs. BHEIX (85.00). 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 : 8.64 vs. TCBAX (2.84). BHEIX return over 5 years is better than : 77.27 vs. TCBAX (20.78).
| 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 | 9.695 | 4.433 | 219% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 108M | 1,751% |
| Annual Yield % from dividends | 8.15 | 1.41 | 576% |
| Returns for 1 year | 8.64 | 2.84 | 304% |
| Returns for 3 years | 26.47 | -5.98 | -443% |
| Returns for 5 years | 77.27 | 20.78 | 372% |
| Returns for 10 years | N/A | 2.28 | - |
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