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BHEIX vs PMARX
BHEIX vs PMARX Comparison Chart in %
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BHEIX vs. PMARX commentary
Dec 27, 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 Buy.
FUNDAMENTALS
Fundamentals
BHEIX has more cash in the bank: 2.02B vs. PMARX (150M). PMARX pays higher dividends than BHEIX: PMARX (11.67) vs BHEIX (7.90). BHEIX was incepted earlier than PMARX: BHEIX (6 years) vs PMARX (16 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). BHEIX annual gain was more profitable for investors over the last year : 15.94 vs. PMARX (14.78). BHEIX return over 5 years is better than : 65.81 vs. PMARX (26.86).
| BHEIX | PMARX | BHEIX / PMARX | |
| Total Expense Ratio | 0.80 | 1.20 | 67% |
| Annual Report Gross Expense Ratio | 0.89 | 1.40 | 64% |
| Fund Existence | 6 years | 16 years | - |
| Gain YTD | 16.219 | 17.222 | 94% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 150M | 1,348% |
| Annual Yield % from dividends | 7.90 | 11.67 | 68% |
| Returns for 1 year | 15.94 | 14.78 | 108% |
| Returns for 3 years | 38.79 | 39.40 | 98% |
| Returns for 5 years | 65.81 | 26.86 | 245% |
| Returns for 10 years | N/A | 50.00 | - |
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