Interact to see
Advertisement
Advertisement
BALPX vs HHCAX
BALPX vs HHCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALPX vs. HHCAX commentary
Jul 06, 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 BALPX is a StrongBuy and HHCAX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.58B vs. HHCAX (84.1M). BALPX pays higher dividends than HHCAX: BALPX (1.34) vs HHCAX (0.23). BALPX was incepted earlier than HHCAX: BALPX (18 years) vs HHCAX (17 years). HHCAX (3.42) is less costly to investors than BALPX (1.60). HHCAX is a more actively managed with annual turnover of: 607.00 vs. BALPX (32.00). HHCAX (6%) and BALPX (5%) have equivalent initial investment costs. BALPX has a lower initial minimum investment than HHCAX: BALPX (1000) vs HHCAX (2500). BALPX annual gain was more profitable for investors over the last year : 6.74 vs. HHCAX (4.88). BALPX return over 5 years is better than : 12.50 vs. HHCAX (5.09).
| BALPX | HHCAX | BALPX / HHCAX | |
| Total Expense Ratio | 1.51 | 2.73 | 55% |
| Annual Report Gross Expense Ratio | 1.60 | 3.42 | 47% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 5.468 | 2.821 | 194% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 84.1M | 5,444% |
| Annual Yield % from dividends | 1.34 | 0.23 | 582% |
| Returns for 1 year | 6.74 | 4.88 | 138% |
| Returns for 3 years | 12.70 | 18.48 | 69% |
| Returns for 5 years | 12.50 | 5.09 | 246% |
| Returns for 10 years | -28.06 | 2.40 | -1,171% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VFPIX | 18.21 | 0.23 | +1.28% |
| Private Capital Management Value I | |||
| SEVAX | 37.98 | 0.29 | +0.77% |
| NAA SMid Cap Value A | |||
| GSQRX | 32.84 | 0.20 | +0.61% |
| Goldman Sachs Small Cap Value R | |||
| GSCKX | 16.83 | 0.04 | +0.24% |
| Goldman Sachs International Eq Inc C | |||
| BBIEX | 14.86 | 0.01 | +0.07% |
| Bridge Builder International Equity | |||