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BALPX vs HMECX
BALPX vs HMECX Comparison Chart in %
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BALPX vs. HMECX commentary
Jun 17, 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 HMECX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.56B vs. HMECX (1.09B). HMECX pays higher dividends than BALPX: HMECX (4.29) vs BALPX (1.36). BALPX was incepted earlier than HMECX: BALPX (18 years) vs HMECX (9 years). HMECX (3.39) is less costly to investors than BALPX (1.60). HMECX is a more actively managed with annual turnover of: 556.00 vs. BALPX (32.00). BALPX has a lower initial minimum investment than HMECX: BALPX (1000) vs HMECX (2500). BALPX annual gain was more profitable for investors over the last year : 6.24 vs. HMECX (5.13). HMECX return over 5 years is better than : 14.08 vs. BALPX (11.26).
| BALPX | HMECX | BALPX / HMECX | |
| Total Expense Ratio | 1.51 | 3.14 | 48% |
| Annual Report Gross Expense Ratio | 1.60 | 3.39 | 47% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 4.416 | 2.220 | 199% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 1.09B | 418% |
| Annual Yield % from dividends | 1.36 | 4.29 | 32% |
| Returns for 1 year | 6.24 | 5.13 | 121% |
| Returns for 3 years | 13.16 | 13.02 | 101% |
| Returns for 5 years | 11.26 | 14.08 | 80% |
| Returns for 10 years | -29.55 | N/A | - |
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