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BALPX vs HMEZX
BALPX vs HMEZX Comparison Chart in %
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BALPX vs. HMEZX 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 HMEZX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.56B vs. HMEZX (1.09B). HMEZX pays higher dividends than BALPX: HMEZX (5.03) vs BALPX (1.36). BALPX was incepted earlier than HMEZX: BALPX (18 years) vs HMEZX (9 years). HMEZX (2.39) is less costly to investors than BALPX (1.60). HMEZX is a more actively managed with annual turnover of: 556.00 vs. BALPX (32.00). BALPX has a lower initial minimum investment than HMEZX: BALPX (1000) vs HMEZX (2500). BALPX (6.24) and HMEZX (6.15) have marching annual gain over last year. HMEZX return over 5 years is better than : 20.26 vs. BALPX (11.26).
| BALPX | HMEZX | BALPX / HMEZX | |
| Total Expense Ratio | 1.51 | 2.14 | 71% |
| Annual Report Gross Expense Ratio | 1.60 | 2.39 | 67% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 4.416 | 2.657 | 166% |
| 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 | 5.03 | 27% |
| Returns for 1 year | 6.24 | 6.15 | 101% |
| Returns for 3 years | 13.16 | 16.44 | 80% |
| Returns for 5 years | 11.26 | 20.26 | 56% |
| Returns for 10 years | -29.55 | N/A | - |
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