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HMEAX vs HMEZX
HMEAX vs HMEZX Comparison Chart
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HMEAX vs. HMEZX commentary
Jun 07, 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 HMEAX is a Buy and HMEZX is a Buy.
FUNDAMENTALS
Fundamentals
HMEAX (1.1B) and HMEZX (1.1B) have equal amount of cash in the bank . HMEZX (5.03) and HMEAX (4.79) have matching dividends . HMEAX was incepted earlier than HMEZX: HMEAX (9 years) vs HMEZX (9 years). HMEAX (2.74) is less costly to investors than HMEZX (2.39). HMEAX (556.00) and HMEZX (556.00) have comparable annual turnover. HMEAX (2500) and HMEZX (2500) have matching initial minimum investment requirements. HMEZX annual gain was more profitable for investors over the last year : 5.99 vs. HMEAX (5.64). HMEZX return over 5 years is better than : 20.39 vs. HMEAX (18.08).
| HMEAX | HMEZX | HMEAX / HMEZX | |
| Total Expense Ratio | 2.49 | 2.14 | 116% |
| Annual Report Gross Expense Ratio | 2.74 | 2.39 | 115% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 2.313 | 2.452 | 94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 1.1B | 100% |
| Annual Yield % from dividends | 4.79 | 5.03 | 95% |
| Returns for 1 year | 5.64 | 5.99 | 94% |
| Returns for 3 years | 14.56 | 15.80 | 92% |
| Returns for 5 years | 18.08 | 20.39 | 89% |
| Returns for 10 years | N/A | N/A | - |
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