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BILPX vs HMEAX
BILPX vs HMEAX Comparison Chart in %
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BILPX vs. HMEAX commentary
Aug 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 BILPX is a Buy and HMEAX is a Buy.
FUNDAMENTALS
Fundamentals
BILPX has more cash in the bank: 4.85B vs. HMEAX (1.14B). HMEAX pays higher dividends than BILPX: HMEAX (4.81) vs BILPX (4.22). BILPX was incepted earlier than HMEAX: BILPX (18 years) vs HMEAX (9 years). HMEAX (2.74) is less costly to investors than BILPX (1.37). HMEAX is a more actively managed with annual turnover of: 556.00 vs. BILPX (32.00). HMEAX has a lower initial minimum investment than BILPX: HMEAX (2500) vs BILPX (2000000). BILPX annual gain was more profitable for investors over the last year : 5.87 vs. HMEAX (5.32). BILPX (16.45) and HMEAX (16.02) have equivalent 5 years return.
| BILPX | HMEAX | BILPX / HMEAX | |
| Total Expense Ratio | 1.29 | 2.49 | 52% |
| Annual Report Gross Expense Ratio | 1.37 | 2.74 | 50% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 6.402 | 3.500 | 183% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.85B | 1.14B | 426% |
| Annual Yield % from dividends | 4.22 | 4.81 | 88% |
| Returns for 1 year | 5.87 | 5.32 | 110% |
| Returns for 3 years | 11.65 | 14.73 | 79% |
| Returns for 5 years | 16.45 | 16.02 | 103% |
| Returns for 10 years | 22.56 | N/A | - |
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