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HMEAX vs VARAX
HMEAX vs VARAX Comparison Chart
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HMEAX vs. VARAX commentary
Jun 16, 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 HMEAX is a Buy and VARAX is a Buy.
FUNDAMENTALS
Fundamentals
VARAX has more cash in the bank: 1.47B vs. HMEAX (1.09B). HMEAX pays higher dividends than VARAX: HMEAX (4.79) vs VARAX (2.24). HMEAX was incepted earlier than VARAX: HMEAX (9 years) vs VARAX (10 years). HMEAX (2.74) is less costly to investors than VARAX (2.14). HMEAX is a more actively managed with annual turnover of: 556.00 vs. VARAX (403.00). HMEAX initial investment is less costly to investors than VARAX (5%) vs VARAX (5%). HMEAX has a lower initial minimum investment than VARAX: HMEAX (2500) vs VARAX (5000). HMEAX annual gain was more profitable for investors over the last year : 5.70 vs. VARAX (2.12). HMEAX return over 5 years is better than : 18.08 vs. VARAX (12.76).
| HMEAX | VARAX | HMEAX / VARAX | |
| Total Expense Ratio | 2.49 | 2.14 | 116% |
| Annual Report Gross Expense Ratio | 2.74 | 2.14 | 128% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 2.365 | 3.385 | 70% |
| Front Load | 6% | 5% | 122% |
| Min. Initial Investment | 2500 | 5000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 1.47B | 74% |
| Annual Yield % from dividends | 4.79 | 2.24 | 214% |
| Returns for 1 year | 5.70 | 2.12 | 268% |
| Returns for 3 years | 15.20 | 9.90 | 154% |
| Returns for 5 years | 18.08 | 12.76 | 142% |
| Returns for 10 years | N/A | N/A | - |
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