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BCLPX vs HMEZX
BCLPX vs HMEZX Comparison Chart in %
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BCLPX vs. HMEZX commentary
Feb 05, 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 Buy and HMEZX is a Hold.
FUNDAMENTALS
Fundamentals
BCLPX has more cash in the bank: 4.72B vs. HMEZX (1.29B). HMEZX pays higher dividends than BCLPX: HMEZX (5.03) vs BCLPX (3.12). 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 annual gain was more profitable for investors over the last year : 5.39 vs. BCLPX (4.39). HMEZX return over 5 years is better than : 22.80 vs. BCLPX (6.01).
| 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 | -0.815 | -0.100 | 813% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.72B | 1.29B | 366% |
| Annual Yield % from dividends | 3.12 | 5.03 | 62% |
| Returns for 1 year | 4.39 | 5.39 | 81% |
| Returns for 3 years | 9.45 | 17.19 | 55% |
| Returns for 5 years | 6.01 | 22.80 | 26% |
| Returns for 10 years | 19.66 | N/A | - |