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HMEAX vs VARBX
HMEAX vs VARBX Comparison Chart in %
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HMEAX vs. VARBX commentary
Sep 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 HMEAX is a Buy and VARBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VARBX has more cash in the bank: 1.52B vs. HMEAX (1.13B). HMEAX pays higher dividends than VARBX: HMEAX (4.79) vs VARBX (2.46). HMEAX was incepted earlier than VARBX: HMEAX (9 years) vs VARBX (10 years). HMEAX (2.74) is less costly to investors than VARBX (1.84). HMEAX is a more actively managed with annual turnover of: 556.00 vs. VARBX (403.00). HMEAX has a lower initial minimum investment than VARBX: HMEAX (2500) vs VARBX (100000). HMEAX annual gain was more profitable for investors over the last year : 5.48 vs. VARBX (1.73). HMEAX return over 5 years is better than : 16.44 vs. VARBX (14.54).
| HMEAX | VARBX | HMEAX / VARBX | |
| Total Expense Ratio | 2.49 | 1.84 | 135% |
| Annual Report Gross Expense Ratio | 2.74 | 1.84 | 149% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 3.924 | 3.981 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 1.52B | 74% |
| Annual Yield % from dividends | 4.79 | 2.46 | 194% |
| Returns for 1 year | 5.48 | 1.73 | 317% |
| Returns for 3 years | 15.26 | 9.91 | 154% |
| Returns for 5 years | 16.44 | 14.54 | 113% |
| Returns for 10 years | N/A | N/A | - |
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