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BCLPX vs HMEZX
BCLPX vs HMEZX Comparison Chart in %
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BCLPX vs. HMEZX commentary
Jan 16, 2026
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 Hold and HMEZX is a Hold.
FUNDAMENTALS
Fundamentals
BCLPX has more cash in the bank: 4.73B vs. HMEZX (1.26B). HMEZX pays higher dividends than BCLPX: HMEZX (5.05) vs BCLPX (3.11). BCLPX was incepted earlier than HMEZX: BCLPX (18 years) vs HMEZX (9 years). BCLPX (2.36) is less costly to investors than HMEZX (2.10). HMEZX is a more actively managed with annual turnover of: 406.00 vs. BCLPX (81.00). BCLPX has a lower initial minimum investment than HMEZX: BCLPX (1000) vs HMEZX (2500). HMEZX (6.51) and BCLPX (6.38) have marching annual gain over last year. HMEZX return over 5 years is better than : 23.85 vs. BCLPX (7.50).
| BCLPX | HMEZX | BCLPX / HMEZX | |
| Total Expense Ratio | 2.27 | 1.90 | 119% |
| Annual Report Gross Expense Ratio | 2.36 | 2.10 | 112% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 0.349 | 0.351 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.73B | 1.26B | 377% |
| Annual Yield % from dividends | 3.11 | 5.05 | 62% |
| Returns for 1 year | 6.38 | 6.51 | 98% |
| Returns for 3 years | 11.14 | 17.54 | 63% |
| Returns for 5 years | 7.50 | 23.85 | 31% |
| Returns for 10 years | 23.34 | N/A | - |
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