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HHCAX vs VARBX
HHCAX vs VARBX Comparison Chart
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HHCAX vs. VARBX commentary
May 22, 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 Buy and VARBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VARBX has more cash in the bank: 1.52B vs. HHCAX (92M). VARBX pays higher dividends than HHCAX: VARBX (2.50) 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 : 3.53 vs. VARBX (2.00). VARBX return over 5 years is better than : 13.83 vs. HHCAX (0.74).
| 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 | 0.705 | 2.749 | 26% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92M | 1.52B | 6% |
| Annual Yield % from dividends | 0.24 | 2.50 | 9% |
| Returns for 1 year | 3.53 | 2.00 | 177% |
| Returns for 3 years | 16.54 | 9.75 | 170% |
| Returns for 5 years | 0.74 | 13.83 | 5% |
| Returns for 10 years | 0.10 | N/A | - |
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