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HMEZX vs VARBX
HMEZX vs VARBX Comparison Chart
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HMEZX vs. VARBX commentary
Dec 19, 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 VARBX is a Hold.
FUNDAMENTALS
Fundamentals
VARBX has more cash in the bank: 1.46B vs. HMEZX (798M). HMEZX pays higher dividends than VARBX: HMEZX (5.06) vs VARBX (3.37). HMEZX was incepted earlier than VARBX: HMEZX (8 years) vs VARBX (9 years). HMEZX is a more actively managed with annual turnover of: 646.00 vs. VARBX (367.00). HMEZX has a lower initial minimum investment than VARBX: HMEZX (2500) vs VARBX (100000). HMEZX annual gain was more profitable for investors over the last year : 5.74 vs. VARBX (1.69). HMEZX return over 5 years is better than : 19.56 vs. VARBX (9.42).
| HMEZX | VARBX | HMEZX / VARBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 5.736 | 1.503 | 382% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 798M | 1.46B | 55% |
| Annual Yield % from dividends | 5.06 | 3.37 | 150% |
| Returns for 1 year | 5.74 | 1.69 | 339% |
| Returns for 3 years | 10.97 | 6.31 | 174% |
| Returns for 5 years | 19.56 | 9.42 | 208% |
| Returns for 10 years | N/A | N/A | - |