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BILPX vs HHCAX
BILPX vs HHCAX Comparison Chart
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BILPX vs. HHCAX commentary
Apr 11, 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 BILPX is a Buy and HHCAX is a Hold.
FUNDAMENTALS
Fundamentals
BILPX has more cash in the bank: 4.46B vs. HHCAX (92.9M). BILPX pays higher dividends than HHCAX: BILPX (1.55) vs HHCAX (0.24). BILPX was incepted earlier than HHCAX: BILPX (17 years) vs HHCAX (17 years). HHCAX (3.42) is less costly to investors than BILPX (1.37). HHCAX is a more actively managed with annual turnover of: 607.00 vs. BILPX (32.00). HHCAX has a lower initial minimum investment than BILPX: HHCAX (2500) vs BILPX (2000000). BILPX annual gain was more profitable for investors over the last year : 0.57 vs. HHCAX (0.17). HHCAX return over 5 years is better than : 15.41 vs. BILPX (11.46).
| BILPX | HHCAX | BILPX / HHCAX | |
| Total Expense Ratio | 1.29 | 2.73 | 47% |
| Annual Report Gross Expense Ratio | 1.37 | 3.42 | 40% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | -0.600 | -2.436 | 25% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.46B | 92.9M | 4,803% |
| Annual Yield % from dividends | 1.55 | 0.24 | 654% |
| Returns for 1 year | 0.57 | 0.17 | 338% |
| Returns for 3 years | 4.93 | 10.59 | 47% |
| Returns for 5 years | 11.46 | 15.41 | 74% |
| Returns for 10 years | -30.32 | -3.50 | 867% |
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