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BCLPX vs HMEZX
BCLPX vs HMEZX Comparison Chart in %
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BCLPX vs. HMEZX commentary
Dec 27, 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 Hold and HMEZX is a Hold.
FUNDAMENTALS
Fundamentals
BCLPX has more cash in the bank: 4.73B vs. HMEZX (1.21B). HMEZX pays higher dividends than BCLPX: HMEZX (4.98) vs BCLPX (3.47). 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). BCLPX annual gain was more profitable for investors over the last year : 6.15 vs. HMEZX (5.23). HMEZX return over 5 years is better than : 22.91 vs. BCLPX (7.14).
| 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 | 6.154 | 4.966 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.73B | 1.21B | 392% |
| Annual Yield % from dividends | 3.47 | 4.98 | 70% |
| Returns for 1 year | 6.15 | 5.23 | 118% |
| Returns for 3 years | 11.74 | 15.90 | 74% |
| Returns for 5 years | 7.14 | 22.91 | 31% |
| Returns for 10 years | 21.19 | N/A | - |
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