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BHEIX vs TCBAX
BHEIX vs TCBAX Comparison Chart
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BHEIX vs. TCBAX commentary
Apr 03, 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 Hold.
FUNDAMENTALS
Fundamentals
BHEIX has more cash in the bank: 1.91B vs. TCBAX (103M). BHEIX pays higher dividends than TCBAX: BHEIX (8.04) vs TCBAX (1.51). 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 : 5.05 vs. TCBAX (-3.84).
| 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 | 2.501 | -0.170 | -1,469% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 103M | 1,851% |
| Annual Yield % from dividends | 8.04 | 1.51 | 533% |
| Returns for 1 year | 5.05 | -3.84 | -132% |
| Returns for 3 years | 15.19 | -11.62 | -131% |
| Returns for 5 years | N/A | 24.95 | - |
| Returns for 10 years | N/A | -2.62 | - |
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