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BHEIX vs FBPEX
BHEIX vs FBPEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BHEIX has more cash in the bank: 1.9B vs. FBPEX (72M). BHEIX pays higher dividends than FBPEX: BHEIX (8.12) vs FBPEX (3.30). BHEIX was incepted earlier than FBPEX: BHEIX (5 years) vs FBPEX (32 years). FBPEX (1.30) is less costly to investors than BHEIX (0.88). BHEIX is a more actively managed with annual turnover of: 85.00 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 : 9.92 vs. FBPEX (2.19). BHEIX return over 5 years is better than : 82.63 vs. FBPEX (49.58).
| BHEIX | FBPEX | BHEIX / FBPEX | |
| Total Expense Ratio | 0.80 | 0.99 | 81% |
| Annual Report Gross Expense Ratio | 0.88 | 1.30 | 68% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 9.559 | 8.084 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 72M | 2,638% |
| Annual Yield % from dividends | 8.12 | 3.30 | 246% |
| Returns for 1 year | 9.92 | 2.19 | 453% |
| Returns for 3 years | 33.04 | 11.79 | 280% |
| Returns for 5 years | 82.63 | 49.58 | 167% |
| Returns for 10 years | N/A | 46.01 | - |
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