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BCLPX vs HMEZX
BCLPX vs HMEZX Comparison Chart in %
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BCLPX vs. HMEZX commentary
Oct 20, 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: 4.88B vs. HMEZX (1.16B). HMEZX pays higher dividends than BCLPX: HMEZX (5.04) vs BCLPX (3.49). BCLPX was incepted earlier than HMEZX: BCLPX (18 years) vs HMEZX (9 years). HMEZX (2.39) and BCLPX (2.36) have similar cost to investors . 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 : 5.61 vs. BCLPX (4.42). HMEZX return over 5 years is better than : 19.08 vs. BCLPX (9.47).
| BCLPX | HMEZX | BCLPX / HMEZX | |
| Total Expense Ratio | 2.27 | 2.14 | 106% |
| Annual Report Gross Expense Ratio | 2.36 | 2.39 | 99% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 5.906 | 5.071 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.88B | 1.16B | 422% |
| Annual Yield % from dividends | 3.49 | 5.04 | 69% |
| Returns for 1 year | 4.42 | 5.61 | 79% |
| Returns for 3 years | 10.13 | 17.08 | 59% |
| Returns for 5 years | 9.47 | 19.08 | 50% |
| Returns for 10 years | 11.30 | N/A | - |
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