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HMEZX vs VARBX
HMEZX vs VARBX Comparison Chart
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HMEZX vs. VARBX commentary
May 22, 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: 1.52B vs. HMEZX (1.09B). HMEZX pays higher dividends than VARBX: HMEZX (5.06) vs VARBX (2.50). 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 : 5.83 vs. VARBX (2.00). HMEZX return over 5 years is better than : 20.82 vs. VARBX (13.83).
| 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 | 2.144 | 2.749 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 1.52B | 72% |
| Annual Yield % from dividends | 5.06 | 2.50 | 202% |
| Returns for 1 year | 5.83 | 2.00 | 292% |
| Returns for 3 years | 15.80 | 9.75 | 162% |
| Returns for 5 years | 20.82 | 13.83 | 150% |
| Returns for 10 years | N/A | N/A | - |
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