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BHEIX vs BMCIX
BHEIX vs BMCIX Comparison Chart in %
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BHEIX vs. BMCIX commentary
Dec 04, 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 BHEIX is a Hold and BMCIX is a Buy.
FUNDAMENTALS
Fundamentals
BHEIX (1.98B) and BMCIX (1.98B) have equal amount of cash in the bank . BHEIX (7.17) and BMCIX (7.12) have matching dividends . BHEIX was incepted earlier than BMCIX: BHEIX (6 years) vs BMCIX (28 years). BMCIX (0.98) is less costly to investors than BHEIX (0.89). BHEIX (130.00) and BMCIX (130.00) have comparable annual turnover. BMCIX has a lower initial minimum investment than BHEIX: BMCIX (2000000) vs BHEIX (5000000). BHEIX (7.71) and BMCIX (7.70) have marching annual gain over last year. BHEIX (61.52) and BMCIX (61.23) have equivalent 5 years return.
| BHEIX | BMCIX | BHEIX / BMCIX | |
| Total Expense Ratio | 0.80 | 0.85 | 94% |
| Annual Report Gross Expense Ratio | 0.89 | 0.98 | 91% |
| Fund Existence | 6 years | 28 years | - |
| Gain YTD | 13.303 | 13.291 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2000000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 1.98B | 100% |
| Annual Yield % from dividends | 7.17 | 7.12 | 101% |
| Returns for 1 year | 7.71 | 7.70 | 100% |
| Returns for 3 years | 30.69 | 30.50 | 101% |
| Returns for 5 years | 61.52 | 61.23 | 100% |
| Returns for 10 years | N/A | 22.92 | - |