Ad is loading...
HMEZX vs VARBX
HMEZX vs VARBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HMEZX vs. VARBX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VARBX has more cash in the bank: 1.45B vs. HMEZX (841M). 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 : 6.38 vs. VARBX (1.79). HMEZX return over 5 years is better than : 19.37 vs. VARBX (9.63).
| 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 | 0.405 | 0.284 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 841M | 1.45B | 58% |
| Annual Yield % from dividends | 5.06 | 3.37 | 150% |
| Returns for 1 year | 6.38 | 1.79 | 356% |
| Returns for 3 years | 13.85 | 6.61 | 210% |
| Returns for 5 years | 19.37 | 9.63 | 201% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...