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BHEIX vs FBPEX
BHEIX vs FBPEX Comparison Chart in %
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BHEIX vs. FBPEX commentary
Oct 19, 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 FBPEX is a Hold.
FUNDAMENTALS
Fundamentals
BHEIX has more cash in the bank: 1.91B vs. FBPEX (75.7M). BHEIX pays higher dividends than FBPEX: BHEIX (7.85) vs FBPEX (3.22). BHEIX was incepted earlier than FBPEX: BHEIX (5 years) vs FBPEX (32 years). FBPEX (1.30) is less costly to investors than BHEIX (0.89). BHEIX is a more actively managed with annual turnover of: 130.00 vs. FBPEX (20.00). FBPEX has a lower initial minimum investment than BHEIX: FBPEX (5000) vs BHEIX (5000000). BHEIX annual gain was more profitable for investors over the last year : 6.45 vs. FBPEX (-4.38). BHEIX return over 5 years is better than : 79.67 vs. FBPEX (41.87).
| BHEIX | FBPEX | BHEIX / FBPEX | |
| Total Expense Ratio | 0.80 | 0.99 | 81% |
| Annual Report Gross Expense Ratio | 0.89 | 1.30 | 68% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 11.243 | 8.265 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 75.7M | 2,524% |
| Annual Yield % from dividends | 7.85 | 3.22 | 244% |
| Returns for 1 year | 6.45 | -4.38 | -147% |
| Returns for 3 years | 42.13 | 17.29 | 244% |
| Returns for 5 years | 79.67 | 41.87 | 190% |
| Returns for 10 years | N/A | 50.49 | - |
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