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HMEAX vs VARBX
HMEAX vs VARBX Comparison Chart in %
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HMEAX vs. VARBX commentary
Aug 18, 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 Hold.
FUNDAMENTALS
Fundamentals
VARBX has more cash in the bank: 1.5B vs. HMEAX (1.14B). HMEAX pays higher dividends than VARBX: HMEAX (4.81) 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 : 5.32 vs. VARBX (1.82). HMEAX return over 5 years is better than : 16.02 vs. VARBX (14.66).
| 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 | 3.500 | 3.791 | 92% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 1.5B | 76% |
| Annual Yield % from dividends | 4.81 | 2.46 | 195% |
| Returns for 1 year | 5.32 | 1.82 | 292% |
| Returns for 3 years | 14.73 | 9.71 | 152% |
| Returns for 5 years | 16.02 | 14.66 | 109% |
| Returns for 10 years | N/A | N/A | - |
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