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BALPX vs HMEZX
BALPX vs HMEZX Comparison Chart in %
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BALPX vs. HMEZX commentary
Jul 08, 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: 4.58B vs. HMEZX (1.1B). HMEZX pays higher dividends than BALPX: HMEZX (5.07) vs BALPX (1.34). 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 annual gain was more profitable for investors over the last year : 6.74 vs. HMEZX (5.83). HMEZX return over 5 years is better than : 19.38 vs. BALPX (12.50).
| 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 | 5.468 | 3.134 | 174% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 1.1B | 416% |
| Annual Yield % from dividends | 1.34 | 5.07 | 27% |
| Returns for 1 year | 6.74 | 5.83 | 116% |
| Returns for 3 years | 12.70 | 16.21 | 78% |
| Returns for 5 years | 12.50 | 19.38 | 64% |
| Returns for 10 years | -28.06 | N/A | - |
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