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BALPX vs HMEAX
BALPX vs HMEAX Comparison Chart in %
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BALPX vs. HMEAX 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 HMEAX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.85B vs. HMEAX (1.14B). HMEAX pays higher dividends than BALPX: HMEAX (4.81) vs BALPX (4.11). BALPX was incepted earlier than HMEAX: BALPX (18 years) vs HMEAX (9 years). HMEAX (2.74) is less costly to investors than BALPX (1.60). HMEAX is a more actively managed with annual turnover of: 556.00 vs. BALPX (32.00). HMEAX (6%) and BALPX (5%) have equivalent initial investment costs. BALPX has a lower initial minimum investment than HMEAX: BALPX (1000) vs HMEAX (2500). BALPX annual gain was more profitable for investors over the last year : 5.61 vs. HMEAX (5.32). HMEAX return over 5 years is better than : 16.02 vs. BALPX (14.77).
| BALPX | HMEAX | BALPX / HMEAX | |
| Total Expense Ratio | 1.51 | 2.49 | 61% |
| Annual Report Gross Expense Ratio | 1.60 | 2.74 | 58% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 6.215 | 3.500 | 178% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.85B | 1.14B | 426% |
| Annual Yield % from dividends | 4.11 | 4.81 | 86% |
| Returns for 1 year | 5.61 | 5.32 | 106% |
| Returns for 3 years | 10.76 | 14.73 | 73% |
| Returns for 5 years | 14.77 | 16.02 | 92% |
| Returns for 10 years | 19.10 | N/A | - |
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