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BHEIX vs PMARX
BHEIX vs PMARX Comparison Chart in %
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BHEIX vs. PMARX commentary
Oct 18, 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 PMARX is a Hold.
FUNDAMENTALS
Fundamentals
BHEIX has more cash in the bank: 1.89B vs. PMARX (145M). PMARX pays higher dividends than BHEIX: PMARX (11.23) vs BHEIX (7.85). BHEIX was incepted earlier than PMARX: BHEIX (5 years) vs PMARX (15 years). PMARX (1.40) is less costly to investors than BHEIX (0.89). BHEIX is a more actively managed with annual turnover of: 130.00 vs. PMARX (114.00). 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 : 9.06 vs. BHEIX (6.45). BHEIX return over 5 years is better than : 79.67 vs. PMARX (34.94).
| BHEIX | PMARX | BHEIX / PMARX | |
| Total Expense Ratio | 0.80 | 1.20 | 67% |
| Annual Report Gross Expense Ratio | 0.89 | 1.40 | 64% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 11.243 | 14.073 | 80% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 145M | 1,306% |
| Annual Yield % from dividends | 7.85 | 11.23 | 70% |
| Returns for 1 year | 6.45 | 9.06 | 71% |
| Returns for 3 years | 42.13 | 39.99 | 105% |
| Returns for 5 years | 79.67 | 34.94 | 228% |
| Returns for 10 years | N/A | 35.32 | - |