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BALPX vs HHCCX
BALPX vs HHCCX Comparison Chart in %
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BALPX vs. HHCCX commentary
Aug 18, 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 Buy and HHCCX is a Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.85B vs. HHCCX (87.9M). BALPX pays higher dividends than HHCCX: BALPX (4.11) 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 (5.61) and HHCCX (5.53) have marching annual gain over last year. BALPX return over 5 years is better than : 14.77 vs. HHCCX (-0.65).
| 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 | 6.215 | 3.667 | 169% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.85B | 87.9M | 5,515% |
| Annual Yield % from dividends | 4.11 | 0.00 | - |
| Returns for 1 year | 5.61 | 5.53 | 102% |
| Returns for 3 years | 10.76 | 14.47 | 74% |
| Returns for 5 years | 14.77 | -0.65 | -2,272% |
| Returns for 10 years | 19.10 | -4.52 | -423% |
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