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BHEIX vs TCBAX
BHEIX vs TCBAX Comparison Chart in %
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BHEIX vs. TCBAX commentary
Oct 07, 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 Hold and TCBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BHEIX has more cash in the bank: 1.94B vs. TCBAX (110M). BHEIX pays higher dividends than TCBAX: BHEIX (7.85) vs TCBAX (1.30). 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 : 8.67 vs. TCBAX (1.06). BHEIX return over 5 years is better than : 82.98 vs. TCBAX (24.01).
| 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 | 12.806 | 5.581 | 229% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 110M | 1,763% |
| Annual Yield % from dividends | 7.85 | 1.30 | 604% |
| Returns for 1 year | 8.67 | 1.06 | 814% |
| Returns for 3 years | 47.52 | 12.10 | 393% |
| Returns for 5 years | 82.98 | 24.01 | 346% |
| Returns for 10 years | N/A | 6.15 | - |
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