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HMEZX vs VARBX
HMEZX vs VARBX Comparison Chart
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HMEZX vs. VARBX commentary
Apr 25, 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 VARBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VARBX has more cash in the bank: 1.49B vs. HMEZX (1.05B). HMEZX pays higher dividends than VARBX: HMEZX (5.08) vs VARBX (2.52). HMEZX was incepted earlier than VARBX: HMEZX (9 years) vs VARBX (10 years). HMEZX (2.39) is less costly to investors than VARBX (1.84). HMEZX is a more actively managed with annual turnover of: 556.00 vs. VARBX (403.00). 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 : 5.36 vs. VARBX (1.43). HMEZX return over 5 years is better than : 20.27 vs. VARBX (13.01).
| HMEZX | VARBX | HMEZX / VARBX | |
| Total Expense Ratio | 2.14 | 1.84 | 116% |
| Annual Report Gross Expense Ratio | 2.39 | 1.84 | 130% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 1.375 | 1.517 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 1.49B | 70% |
| Annual Yield % from dividends | 5.08 | 2.52 | 202% |
| Returns for 1 year | 5.36 | 1.43 | 375% |
| Returns for 3 years | 14.47 | 7.00 | 207% |
| Returns for 5 years | 20.27 | 13.01 | 156% |
| Returns for 10 years | N/A | N/A | - |