Interact to see
Advertisement
Advertisement
HHCAX vs HMEAX
HHCAX vs HMEAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HHCAX vs. HMEAX commentary
Sep 28, 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 HHCAX is a Hold and HMEAX is a Hold.
FUNDAMENTALS
Fundamentals
HMEAX has more cash in the bank: 1.14B vs. HHCAX (85.8M). HMEAX pays higher dividends than HHCAX: HMEAX (4.79) vs HHCAX (0.22). HHCAX was incepted earlier than HMEAX: HHCAX (17 years) vs HMEAX (9 years). HHCAX (3.42) is less costly to investors than HMEAX (2.74). HHCAX is a more actively managed with annual turnover of: 607.00 vs. HMEAX (556.00). HHCAX (6%) and HMEAX (6%) have equivalent initial investment costs. HHCAX (2500) and HMEAX (2500) have matching initial minimum investment requirements. HMEAX annual gain was more profitable for investors over the last year : 5.42 vs. HHCAX (4.77). HMEAX return over 5 years is better than : 16.82 vs. HHCAX (3.82).
| HHCAX | HMEAX | HHCAX / HMEAX | |
| Total Expense Ratio | 2.73 | 2.49 | 110% |
| Annual Report Gross Expense Ratio | 3.42 | 2.74 | 125% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 3.654 | 4.372 | 84% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.8M | 1.14B | 8% |
| Annual Yield % from dividends | 0.22 | 4.79 | 5% |
| Returns for 1 year | 4.77 | 5.42 | 88% |
| Returns for 3 years | 17.33 | 16.03 | 108% |
| Returns for 5 years | 3.82 | 16.82 | 23% |
| Returns for 10 years | 11.66 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers