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BILPX vs HMEZX
BILPX vs HMEZX Comparison Chart in %
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BILPX vs. HMEZX commentary
Jul 08, 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 StrongBuy and HMEZX is a Buy.
FUNDAMENTALS
Fundamentals
BILPX has more cash in the bank: 4.58B vs. HMEZX (1.1B). HMEZX pays higher dividends than BILPX: HMEZX (5.07) vs BILPX (1.50). BILPX was incepted earlier than HMEZX: BILPX (18 years) vs HMEZX (9 years). HMEZX (2.39) is less costly to investors than BILPX (1.37). HMEZX is a more actively managed with annual turnover of: 556.00 vs. BILPX (32.00). HMEZX has a lower initial minimum investment than BILPX: HMEZX (2500) vs BILPX (2000000). BILPX annual gain was more profitable for investors over the last year : 6.95 vs. HMEZX (5.83). HMEZX return over 5 years is better than : 19.38 vs. BILPX (14.15).
| BILPX | HMEZX | BILPX / HMEZX | |
| Total Expense Ratio | 1.29 | 2.14 | 60% |
| Annual Report Gross Expense Ratio | 1.37 | 2.39 | 57% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 5.600 | 3.134 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 1.1B | 416% |
| Annual Yield % from dividends | 1.50 | 5.07 | 30% |
| Returns for 1 year | 6.95 | 5.83 | 119% |
| Returns for 3 years | 13.65 | 16.21 | 84% |
| Returns for 5 years | 14.15 | 19.38 | 73% |
| Returns for 10 years | -25.09 | N/A | - |
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