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BHEIX vs FBPEX
BHEIX vs FBPEX Comparison Chart in %
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BHEIX vs. FBPEX 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 BHEIX is a Hold and FBPEX is a Buy.
FUNDAMENTALS
Fundamentals
BHEIX has more cash in the bank: 2.09B vs. FBPEX (89.1M). BHEIX pays higher dividends than FBPEX: BHEIX (7.70) vs FBPEX (3.30). BHEIX was incepted earlier than FBPEX: BHEIX (6 years) vs FBPEX (33 years). FBPEX (1.19) is less costly to investors than BHEIX (0.89). BHEIX is a more actively managed with annual turnover of: 130.00 vs. FBPEX (33.00). 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 : 17.67 vs. FBPEX (9.31). BHEIX return over 5 years is better than : 64.52 vs. FBPEX (23.50).
| BHEIX | FBPEX | BHEIX / FBPEX | |
| Total Expense Ratio | 0.80 | 1.00 | 80% |
| Annual Report Gross Expense Ratio | 0.89 | 1.19 | 75% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 3.772 | 6.915 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 89.1M | 2,345% |
| Annual Yield % from dividends | 7.70 | 3.30 | 233% |
| Returns for 1 year | 17.67 | 9.31 | 190% |
| Returns for 3 years | 35.70 | 9.63 | 371% |
| Returns for 5 years | 64.52 | 23.50 | 275% |
| Returns for 10 years | N/A | 75.65 | - |
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