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HMEZX vs VARAX
HMEZX vs VARAX Comparison Chart
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HMEZX vs. VARAX 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 HMEZX is a Buy and VARAX is a Hold.
FUNDAMENTALS
Fundamentals
VARAX has more cash in the bank: 1.46B vs. HMEZX (1.1B). HMEZX pays higher dividends than VARAX: HMEZX (5.03) vs VARAX (2.24). HMEZX was incepted earlier than VARAX: HMEZX (9 years) vs VARAX (10 years). HMEZX (2.39) is less costly to investors than VARAX (2.14). HMEZX is a more actively managed with annual turnover of: 556.00 vs. VARAX (403.00). HMEZX has a lower initial minimum investment than VARAX: HMEZX (2500) vs VARAX (5000). HMEZX annual gain was more profitable for investors over the last year : 5.99 vs. VARAX (2.03). HMEZX return over 5 years is better than : 20.39 vs. VARAX (12.33).
| HMEZX | VARAX | HMEZX / VARAX | |
| Total Expense Ratio | 2.14 | 2.14 | 100% |
| Annual Report Gross Expense Ratio | 2.39 | 2.14 | 112% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 2.452 | 3.191 | 77% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 5000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 1.46B | 75% |
| Annual Yield % from dividends | 5.03 | 2.24 | 225% |
| Returns for 1 year | 5.99 | 2.03 | 296% |
| Returns for 3 years | 15.80 | 9.05 | 175% |
| Returns for 5 years | 20.39 | 12.33 | 165% |
| Returns for 10 years | N/A | N/A | - |
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