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BHEIX vs PMARX
BHEIX vs PMARX Comparison Chart
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FUNDAMENTALS
Fundamentals
BHEIX has more cash in the bank: 1.81B vs. PMARX (121M). PMARX pays higher dividends than BHEIX: PMARX (12.05) vs BHEIX (8.33). 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 (8.05) and BHEIX (7.71) have marching annual gain over last year. BHEIX return over 5 years is better than : 75.07 vs. PMARX (34.46).
| 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 | 4.413 | 5.708 | 77% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 121M | 1,498% |
| Annual Yield % from dividends | 8.33 | 12.05 | 69% |
| Returns for 1 year | 7.71 | 8.05 | 96% |
| Returns for 3 years | 30.40 | 27.08 | 112% |
| Returns for 5 years | 75.07 | 34.46 | 218% |
| Returns for 10 years | N/A | 17.77 | - |
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