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HMEAX vs VARAX
HMEAX vs VARAX Comparison Chart in %
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HMEAX vs. VARAX commentary
Aug 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VARAX has more cash in the bank: 1.51B vs. HMEAX (1.14B). HMEAX pays higher dividends than VARAX: HMEAX (4.81) vs VARAX (2.23). 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 : 5.21 vs. VARAX (1.27). HMEAX return over 5 years is better than : 16.31 vs. VARAX (12.53).
| 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 | 3.553 | 3.482 | 102% |
| Front Load | 6% | 5% | 122% |
| Min. Initial Investment | 2500 | 5000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 1.51B | 76% |
| Annual Yield % from dividends | 4.81 | 2.23 | 216% |
| Returns for 1 year | 5.21 | 1.27 | 409% |
| Returns for 3 years | 14.79 | 8.52 | 174% |
| Returns for 5 years | 16.31 | 12.53 | 130% |
| Returns for 10 years | N/A | N/A | - |
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