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GADVX vs HMEZX
GADVX vs HMEZX Comparison Chart in %
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GADVX vs. HMEZX commentary
Jul 06, 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 GADVX is a StrongBuy and HMEZX is a Buy.
FUNDAMENTALS
Fundamentals
HMEZX has more cash in the bank: 1.1B vs. GADVX (432M). HMEZX pays higher dividends than GADVX: HMEZX (5.07) vs GADVX (3.24). GADVX was incepted earlier than HMEZX: GADVX (18 years) vs HMEZX (9 years). HMEZX (2.39) is less costly to investors than GADVX (1.12). HMEZX is a more actively managed with annual turnover of: 556.00 vs. GADVX (155.00). GADVX has a lower initial minimum investment than HMEZX: GADVX (1000) vs HMEZX (2500). GADVX annual gain was more profitable for investors over the last year : 6.72 vs. HMEZX (5.83). GADVX (19.47) and HMEZX (19.38) have equivalent 5 years return.
| GADVX | HMEZX | GADVX / HMEZX | |
| Total Expense Ratio | 1.12 | 2.14 | 52% |
| Annual Report Gross Expense Ratio | 1.12 | 2.39 | 47% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 3.102 | 3.134 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 432M | 1.1B | 39% |
| Annual Yield % from dividends | 3.24 | 5.07 | 64% |
| Returns for 1 year | 6.72 | 5.83 | 115% |
| Returns for 3 years | 17.93 | 16.21 | 111% |
| Returns for 5 years | 19.47 | 19.38 | 100% |
| Returns for 10 years | 20.52 | N/A | - |
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