Interact to see
Advertisement
Advertisement
BALPX vs HHCCX
BALPX vs HHCCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALPX vs. HHCCX commentary
Jul 07, 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 HHCCX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.58B vs. HHCCX (84.1M). BALPX pays higher dividends than HHCCX: BALPX (1.34) vs HHCCX (0.00). BALPX was incepted earlier than HHCCX: BALPX (18 years) vs HHCCX (17 years). HHCCX (4.07) is less costly to investors than BALPX (1.60). HHCCX is a more actively managed with annual turnover of: 607.00 vs. BALPX (32.00). BALPX has a lower initial minimum investment than HHCCX: BALPX (1000) vs HHCCX (2500). BALPX annual gain was more profitable for investors over the last year : 6.74 vs. HHCCX (4.23). BALPX return over 5 years is better than : 12.50 vs. HHCCX (1.71).
| BALPX | HHCCX | BALPX / HHCCX | |
| Total Expense Ratio | 1.51 | 3.38 | 45% |
| Annual Report Gross Expense Ratio | 1.60 | 4.07 | 39% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 5.468 | 2.468 | 222% |
| Front Load | 5% | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | 6.74 | 4.23 | 159% |
| Returns for 3 years | 12.70 | 16.25 | 78% |
| Returns for 5 years | 12.50 | 1.71 | 731% |
| Returns for 10 years | -28.06 | -4.09 | 686% |
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 | |||