Interact to see
Advertisement
Advertisement
HMEZX vs VARAX
HMEZX vs VARAX Comparison
Open Charts HMEZX vs VARAX
HMEZX vs VARAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HMEZX vs. VARAX commentary
Aug 16, 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 StrongBuy and VARAX is a Hold.
FUNDAMENTALS
Fundamentals
VARAX has more cash in the bank: 1.64B vs. HMEZX (1.55B). HMEZX pays higher dividends than VARAX: HMEZX (5.05) vs VARAX (3.18). 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 : 5.12 vs. VARAX (2.01). HMEZX return over 5 years is better than : 22.83 vs. VARAX (6.22).
| 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 | 2.604 | 2.519 | 103% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 5000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 1.64B | 95% |
| Annual Yield % from dividends | 5.05 | 3.18 | 159% |
| Returns for 1 year | 5.12 | 2.01 | 255% |
| Returns for 3 years | 19.46 | 8.61 | 226% |
| Returns for 5 years | 22.83 | 6.22 | 367% |
| Returns for 10 years | 28.98 | 16.22 | 179% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ESMYX | 14.90 | 0.05 | +0.34% |
| Invesco Global Small Cap Equity Y | |||
| FGFRX | 48.14 | 0.01 | +0.02% |
| Federated Hermes Intl Leaders R | |||
| RMDAX | 5.16 | N/A | N/A |
| Virtus Silvant Mid-Cap Growth A | |||
| JLVRX | 24.57 | -0.01 | -0.04% |
| JPMorgan Large Cap Value R5 | |||
| RWMGX | 69.64 | -0.26 | -0.37% |
| American Funds Washington Mutual R-6 | |||