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BHYIX vs NCOAX
BHYIX vs NCOAX Comparison
Open Charts BHYIX vs NCOAX
BHYIX vs NCOAX Comparison Chart in %
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BHYIX vs. NCOAX commentary
Aug 03, 2026
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 BHYIX is a Hold and NCOAX is a Buy.
FUNDAMENTALS
Fundamentals
BHYIX has more cash in the bank: 27.3B vs. NCOAX (568M). NCOAX pays higher dividends than BHYIX: NCOAX (7.16) vs BHYIX (6.66). BHYIX was incepted earlier than NCOAX: BHYIX (28 years) vs NCOAX (16 years). NCOAX (1.09) is less costly to investors than BHYIX (0.58). NCOAX is a more actively managed with annual turnover of: 170.00 vs. BHYIX (64.00). NCOAX has a lower initial minimum investment than BHYIX: NCOAX (2500) vs BHYIX (2000000). NCOAX annual gain was more profitable for investors over the last year : 6.40 vs. BHYIX (5.20). NCOAX (23.85) and BHYIX (23.43) have equivalent 5 years return.
| BHYIX | NCOAX | BHYIX / NCOAX | |
| Total Expense Ratio | 0.57 | 1.02 | 56% |
| Annual Report Gross Expense Ratio | 0.58 | 1.09 | 53% |
| Fund Existence | 28 years | 16 years | - |
| Gain YTD | 1.867 | 2.546 | 73% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.3B | 568M | 4,806% |
| Annual Yield % from dividends | 6.66 | 7.16 | 93% |
| Returns for 1 year | 5.20 | 6.40 | 81% |
| Returns for 3 years | 27.62 | 28.53 | 97% |
| Returns for 5 years | 23.43 | 23.85 | 98% |
| Returns for 10 years | 73.11 | 67.70 | 108% |
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