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BHEIX vs PMARX
BHEIX vs PMARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BHEIX has more cash in the bank: 1.88B vs. PMARX (130M). PMARX pays higher dividends than BHEIX: PMARX (11.60) vs BHEIX (8.12). BHEIX was incepted earlier than PMARX: BHEIX (5 years) vs PMARX (15 years). PMARX (1.40) is less costly to investors than BHEIX (0.88). PMARX is a more actively managed with annual turnover of: 114.00 vs. BHEIX (85.00). PMARX has a lower initial minimum investment than BHEIX: PMARX (1000) vs BHEIX (5000000). PMARX annual gain was more profitable for investors over the last year : 12.11 vs. BHEIX (11.13). BHEIX return over 5 years is better than : 82.77 vs. PMARX (38.59).
| BHEIX | PMARX | BHEIX / PMARX | |
| Total Expense Ratio | 0.80 | 1.20 | 67% |
| Annual Report Gross Expense Ratio | 0.88 | 1.40 | 63% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 8.736 | 11.013 | 79% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.88B | 130M | 1,446% |
| Annual Yield % from dividends | 8.12 | 11.60 | 70% |
| Returns for 1 year | 11.13 | 12.11 | 92% |
| Returns for 3 years | 33.64 | 31.98 | 105% |
| Returns for 5 years | 82.77 | 38.59 | 215% |
| Returns for 10 years | N/A | 27.37 | - |
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