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GADVX vs HMEZX
GADVX vs HMEZX Comparison Chart
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GADVX vs. HMEZX commentary
Apr 04, 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 Hold and HMEZX is a Buy.
FUNDAMENTALS
Fundamentals
HMEZX has more cash in the bank: 1.04B vs. GADVX (427M). HMEZX pays higher dividends than GADVX: HMEZX (5.08) vs GADVX (3.31). GADVX was incepted earlier than HMEZX: GADVX (18 years) vs HMEZX (9 years). HMEZX (2.39) is less costly to investors than GADVX (1.10). HMEZX is a more actively managed with annual turnover of: 556.00 vs. GADVX (157.00). GADVX has a lower initial minimum investment than HMEZX: GADVX (1000) vs HMEZX (2500). HMEZX (5.41) and GADVX (5.39) have marching annual gain over last year. HMEZX (22.01) and GADVX (21.98) have equivalent 5 years return.
| GADVX | HMEZX | GADVX / HMEZX | |
| Total Expense Ratio | 1.10 | 2.14 | 51% |
| Annual Report Gross Expense Ratio | 1.10 | 2.39 | 46% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 0.282 | 1.375 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 427M | 1.04B | 41% |
| Annual Yield % from dividends | 3.31 | 5.08 | 65% |
| Returns for 1 year | 5.39 | 5.41 | 100% |
| Returns for 3 years | 11.91 | 14.59 | 82% |
| Returns for 5 years | 21.98 | 22.01 | 100% |
| Returns for 10 years | 17.81 | N/A | - |
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