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BALPX vs HHCZX
BALPX vs HHCZX Comparison Chart in %
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BALPX vs. HHCZX 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 HHCZX is a Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.85B vs. HHCZX (87.9M). BALPX pays higher dividends than HHCZX: BALPX (4.11) vs HHCZX (0.54). 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 : 6.53 vs. BALPX (5.61). BALPX return over 5 years is better than : 14.77 vs. HHCZX (4.43).
| 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 | 4.324 | 144% |
| 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 | 0.54 | 763% |
| Returns for 1 year | 5.61 | 6.53 | 86% |
| Returns for 3 years | 10.76 | 17.86 | 60% |
| Returns for 5 years | 14.77 | 4.43 | 334% |
| Returns for 10 years | 19.10 | 5.83 | 328% |
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