Interact to see
Advertisement
Advertisement
BALPX vs HHCZX
BALPX vs HHCZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALPX vs. HHCZX commentary
Jul 28, 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 HHCZX is a Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.82B vs. HHCZX (86.5M). BALPX pays higher dividends than HHCZX: BALPX (1.34) vs HHCZX (0.55). BALPX was incepted earlier than HHCZX: BALPX (18 years) vs HHCZX (17 years). HHCZX (3.07) is less costly to investors than BALPX (1.60). HHCZX is a more actively managed with annual turnover of: 607.00 vs. BALPX (32.00). BALPX has a lower initial minimum investment than HHCZX: BALPX (1000) vs HHCZX (2500). HHCZX annual gain was more profitable for investors over the last year : 7.04 vs. BALPX (6.49). BALPX return over 5 years is better than : 16.03 vs. HHCZX (6.17).
| BALPX | HHCZX | BALPX / HHCZX | |
| Total Expense Ratio | 1.51 | 2.38 | 63% |
| Annual Report Gross Expense Ratio | 1.60 | 3.07 | 52% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 6.215 | 4.689 | 133% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.82B | 86.5M | 5,571% |
| Annual Yield % from dividends | 1.34 | 0.55 | 245% |
| Returns for 1 year | 6.49 | 7.04 | 92% |
| Returns for 3 years | 13.01 | 20.28 | 64% |
| Returns for 5 years | 16.03 | 6.17 | 260% |
| Returns for 10 years | 19.10 | 6.20 | 308% |
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 % |
| GSMGX | 14.09 | 0.16 | +1.15% |
| Goldman Sachs Small/Mid Cap Growth C | |||
| HSMBX | 37.42 | 0.36 | +0.97% |
| Horizon Multi-Factor Small/Mid Cap Adv | |||
| GOGFX | 40.68 | 0.28 | +0.69% |
| Victory Sycamore Small Company Opp R | |||
| ENHNX | 10.69 | -0.02 | -0.19% |
| Cullen Enhanced Equity Income I | |||
| RALIX | 10.74 | -0.03 | -0.28% |
| Lazard Real Assets Instl | |||