Interact to see
Advertisement
Advertisement
HMEZX vs VARAX
HMEZX vs VARAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HMEZX vs. VARAX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VARAX has more cash in the bank: 1.49B vs. HMEZX (1.11B). HMEZX pays higher dividends than VARAX: HMEZX (5.07) vs VARAX (2.23). 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 : 6.10 vs. VARAX (1.74). HMEZX return over 5 years is better than : 18.28 vs. VARAX (12.64).
| 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 | 3.550 | 3.578 | 99% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 5000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 1.49B | 74% |
| Annual Yield % from dividends | 5.07 | 2.23 | 227% |
| Returns for 1 year | 6.10 | 1.74 | 350% |
| Returns for 3 years | 16.39 | 9.04 | 181% |
| Returns for 5 years | 18.28 | 12.64 | 145% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement