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BHEIX vs FBPEX
BHEIX vs FBPEX Comparison Chart in %
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BHEIX vs. FBPEX commentary
Dec 26, 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: 2.02B vs. FBPEX (81.5M). BHEIX pays higher dividends than FBPEX: BHEIX (7.90) vs FBPEX (3.18). BHEIX was incepted earlier than FBPEX: BHEIX (6 years) vs FBPEX (32 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 (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 : 15.95 vs. FBPEX (4.50). BHEIX return over 5 years is better than : 65.54 vs. FBPEX (22.41).
| 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 | 32 years | - |
| Gain YTD | 16.027 | 4.990 | 321% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 81.5M | 2,476% |
| Annual Yield % from dividends | 7.90 | 3.18 | 248% |
| Returns for 1 year | 15.95 | 4.50 | 355% |
| Returns for 3 years | 38.72 | 7.86 | 493% |
| Returns for 5 years | 65.54 | 22.41 | 292% |
| Returns for 10 years | N/A | 52.58 | - |
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