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HMEZX vs VARAX
HMEZX vs VARAX Comparison
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HMEZX vs VARAX Comparison Chart in %
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HMEZX vs. VARAX commentary
Jun 30, 2026
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 Hold and VARAX is a Buy.
FUNDAMENTALS
Fundamentals
VARAX has more cash in the bank: 1.63B vs. HMEZX (1.47B). HMEZX pays higher dividends than VARAX: HMEZX (5.02) vs VARAX (3.21). HMEZX was incepted earlier than VARAX: HMEZX (10 years) vs VARAX (11 years). HMEZX (2.10) and VARAX (2.07) have similar cost to investors . HMEZX is a more actively managed with annual turnover of: 406.00 vs. VARAX (293.00). 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 : 5.22 vs. VARAX (1.71). HMEZX return over 5 years is better than : 22.50 vs. VARAX (5.90).
| HMEZX | VARAX | HMEZX / VARAX | |
| Total Expense Ratio | 1.90 | 2.07 | 92% |
| Annual Report Gross Expense Ratio | 2.10 | 2.07 | 101% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 1.834 | 1.841 | 100% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 5000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 1.63B | 90% |
| Annual Yield % from dividends | 5.02 | 3.21 | 156% |
| Returns for 1 year | 5.22 | 1.71 | 305% |
| Returns for 3 years | 20.10 | 8.40 | 239% |
| Returns for 5 years | 22.50 | 5.90 | 381% |
| Returns for 10 years | N/A | 13.03 | - |
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