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BCLPX vs HMEAX
BCLPX vs HMEAX Comparison Chart in %
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BCLPX 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 BCLPX is a Buy and HMEAX is a Buy.
FUNDAMENTALS
Fundamentals
BCLPX has more cash in the bank: 4.85B vs. HMEAX (1.14B). HMEAX pays higher dividends than BCLPX: HMEAX (4.81) vs BCLPX (3.50). BCLPX was incepted earlier than HMEAX: BCLPX (18 years) vs HMEAX (9 years). HMEAX (2.74) is less costly to investors than BCLPX (2.37). HMEAX is a more actively managed with annual turnover of: 556.00 vs. BCLPX (32.00). BCLPX has a lower initial minimum investment than HMEAX: BCLPX (1000) vs HMEAX (2500). HMEAX annual gain was more profitable for investors over the last year : 5.32 vs. BCLPX (4.79). HMEAX return over 5 years is better than : 16.02 vs. BCLPX (10.40).
| BCLPX | HMEAX | BCLPX / HMEAX | |
| Total Expense Ratio | 2.28 | 2.49 | 92% |
| Annual Report Gross Expense Ratio | 2.37 | 2.74 | 86% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 5.783 | 3.500 | 165% |
| Front Load | N/A | 6% | - |
| 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 | 3.50 | 4.81 | 73% |
| Returns for 1 year | 4.79 | 5.32 | 90% |
| Returns for 3 years | 8.04 | 14.73 | 55% |
| Returns for 5 years | 10.40 | 16.02 | 65% |
| Returns for 10 years | 10.50 | N/A | - |
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