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HHCAX vs VARBX
HHCAX vs VARBX Comparison Chart
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HHCAX vs. VARBX 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 HHCAX is a Hold and VARBX is a Hold.
FUNDAMENTALS
Fundamentals
VARBX has more cash in the bank: 1.49B vs. HHCAX (94.3M). VARBX pays higher dividends than HHCAX: VARBX (2.52) vs HHCAX (0.24). HHCAX was incepted earlier than VARBX: HHCAX (17 years) vs VARBX (10 years). HHCAX (3.42) is less costly to investors than VARBX (1.84). HHCAX is a more actively managed with annual turnover of: 607.00 vs. VARBX (403.00). HHCAX has a lower initial minimum investment than VARBX: HHCAX (2500) vs VARBX (100000). HHCAX annual gain was more profitable for investors over the last year : 1.69 vs. VARBX (1.42). HHCAX return over 5 years is better than : 16.93 vs. VARBX (12.81).
| HHCAX | VARBX | HHCAX / VARBX | |
| Total Expense Ratio | 2.73 | 1.84 | 148% |
| Annual Report Gross Expense Ratio | 3.42 | 1.84 | 186% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | -1.154 | 1.232 | -94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.3M | 1.49B | 6% |
| Annual Yield % from dividends | 0.24 | 2.52 | 9% |
| Returns for 1 year | 1.69 | 1.42 | 118% |
| Returns for 3 years | 12.36 | 6.70 | 184% |
| Returns for 5 years | 16.93 | 12.81 | 132% |
| Returns for 10 years | -2.17 | N/A | - |