HMEZX
Price
$19.99
Change
-$0.02 (-0.10%)
Updated
Sep 8 closing price
Net Assets
1.57B
VARBX
Price
$10.87
Change
+$0.01 (+0.09%)
Updated
Sep 8 closing price
Net Assets
1.64B
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HMEZX vs VARBX

HMEZX vs VARBX Comparison Chart in %
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HMEZX vs. VARBX commentary
Sep 09, 2026

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.

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FUNDAMENTALS
Fundamentals
VARBX (1.64B) and HMEZX (1.57B) have equal amount of cash in the bank . HMEZX pays higher dividends than VARBX: HMEZX (5.03) vs VARBX (3.39). HMEZX was incepted earlier than VARBX: HMEZX (10 years) vs VARBX (11 years). HMEZX (2.10) is less costly to investors than VARBX (1.75). HMEZX is a more actively managed with annual turnover of: 406.00 vs. VARBX (293.00). 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 : 5.01 vs. VARBX (2.37). HMEZX return over 5 years is better than : 22.60 vs. VARBX (8.24).
HMEZXVARBXHMEZX / VARBX
Total Expense Ratio1.901.75109%
Annual Report Gross Expense Ratio2.101.75120%
Fund Existence10 years11 years-
Gain YTD2.8102.93896%
Front LoadN/AN/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets1.57B1.64B96%
Annual Yield % from dividends5.033.39148%
Returns for 1 year5.012.37212%
Returns for 3 years18.309.69189%
Returns for 5 years22.608.24274%
Returns for 10 years52.2020.42256%
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