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HHCAX vs HMEAX
HHCAX vs HMEAX Comparison Chart in %
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HHCAX vs. HMEAX commentary
Jul 31, 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 HHCAX is a Hold and HMEAX is a Buy.
FUNDAMENTALS
Fundamentals
HMEAX has more cash in the bank: 1.11B vs. HHCAX (86.6M). HMEAX pays higher dividends than HHCAX: HMEAX (4.83) vs HHCAX (0.23). HHCAX was incepted earlier than HMEAX: HHCAX (17 years) vs HMEAX (9 years). HHCAX (3.42) is less costly to investors than HMEAX (2.74). HHCAX is a more actively managed with annual turnover of: 607.00 vs. HMEAX (556.00). HHCAX (6%) and HMEAX (6%) have equivalent initial investment costs. HHCAX (2500) and HMEAX (2500) have matching initial minimum investment requirements. HHCAX annual gain was more profitable for investors over the last year : 6.30 vs. HMEAX (5.43). HMEAX return over 5 years is better than : 16.25 vs. HHCAX (3.55).
| HHCAX | HMEAX | HHCAX / HMEAX | |
| Total Expense Ratio | 2.73 | 2.49 | 110% |
| Annual Report Gross Expense Ratio | 3.42 | 2.74 | 125% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 4.487 | 3.341 | 134% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.6M | 1.11B | 8% |
| Annual Yield % from dividends | 0.23 | 4.83 | 5% |
| Returns for 1 year | 6.30 | 5.43 | 116% |
| Returns for 3 years | 18.10 | 15.03 | 120% |
| Returns for 5 years | 3.55 | 16.25 | 22% |
| Returns for 10 years | 1.18 | N/A | - |