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HMEZX vs VARAX
HMEZX vs VARAX Comparison Chart
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HMEZX vs. VARAX commentary
Nov 18, 2024
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: 1.48B vs. HMEZX (803M). HMEZX pays higher dividends than VARAX: HMEZX (5.06) vs VARAX (3.04). HMEZX was incepted earlier than VARAX: HMEZX (8 years) vs VARAX (9 years). HMEZX is a more actively managed with annual turnover of: 646.00 vs. VARAX (367.00). VARAX has a lower initial minimum investment than HMEZX: VARAX (1000) vs HMEZX (2500). HMEZX annual gain was more profitable for investors over the last year : 5.69 vs. VARAX (4.43). HMEZX return over 5 years is better than : 19.15 vs. VARAX (5.58).
| HMEZX | VARAX | HMEZX / VARAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 4.888 | 4.607 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 803M | 1.48B | 54% |
| Annual Yield % from dividends | 5.06 | 3.04 | 166% |
| Returns for 1 year | 5.69 | 4.43 | 128% |
| Returns for 3 years | 10.13 | 2.66 | 381% |
| Returns for 5 years | 19.15 | 5.58 | 343% |
| Returns for 10 years | N/A | N/A | - |