Interact to see
Advertisement
Advertisement
HMEZX vs VARBX
HMEZX vs VARBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HMEZX vs. VARBX commentary
Oct 09, 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 Hold and VARBX is a Hold.
FUNDAMENTALS
Fundamentals
VARBX has more cash in the bank: 1.54B vs. HMEZX (1.13B). HMEZX pays higher dividends than VARBX: HMEZX (5.04) vs VARBX (2.45). 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 : 5.87 vs. VARBX (2.19). HMEZX return over 5 years is better than : 18.96 vs. VARBX (15.48).
| 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 | 4.913 | 4.834 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 1.54B | 74% |
| Annual Yield % from dividends | 5.04 | 2.45 | 206% |
| Returns for 1 year | 5.87 | 2.19 | 268% |
| Returns for 3 years | 17.20 | 10.60 | 162% |
| Returns for 5 years | 18.96 | 15.48 | 122% |
| Returns for 10 years | N/A | 21.80 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement