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BALPX vs HMECX
BALPX vs HMECX Comparison Chart in %
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BALPX vs. HMECX commentary
Aug 20, 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 HMECX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.86B vs. HMECX (1.14B). HMECX (4.31) and BALPX (4.11) have matching dividends . 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 : 5.51 vs. HMECX (4.53). BALPX return over 5 years is better than : 14.77 vs. HMECX (12.41).
| 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 | 6.215 | 3.114 | 200% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.86B | 1.14B | 427% |
| Annual Yield % from dividends | 4.11 | 4.31 | 95% |
| Returns for 1 year | 5.51 | 4.53 | 122% |
| Returns for 3 years | 11.46 | 12.60 | 91% |
| Returns for 5 years | 14.77 | 12.41 | 119% |
| Returns for 10 years | 20.99 | N/A | - |
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