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HMEZX vs VARAX
HMEZX vs VARAX Comparison Chart in %
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HMEZX vs. VARAX commentary
Dec 04, 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 HMEZX is a Hold and VARAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VARAX has more cash in the bank: 1.58B vs. HMEZX (1.18B). HMEZX pays higher dividends than VARAX: HMEZX (4.98) vs VARAX (2.19). HMEZX was incepted earlier than VARAX: HMEZX (9 years) vs VARAX (10 years). HMEZX (2.39) is less costly to investors than VARAX (2.14). HMEZX (406.00) and VARAX (403.00) have comparable annual turnover. HMEZX has a lower initial minimum investment than VARAX: HMEZX (2500) vs VARAX (5000). HMEZX annual gain was more profitable for investors over the last year : 6.45 vs. VARAX (1.94). HMEZX return over 5 years is better than : 18.42 vs. VARAX (13.10).
| HMEZX | VARAX | HMEZX / VARAX | |
| Total Expense Ratio | 2.14 | 2.14 | 100% |
| Annual Report Gross Expense Ratio | 2.39 | 2.14 | 112% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 6.018 | 5.319 | 113% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 5000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 1.58B | 75% |
| Annual Yield % from dividends | 4.98 | 2.19 | 227% |
| Returns for 1 year | 6.45 | 1.94 | 333% |
| Returns for 3 years | 17.31 | 8.88 | 195% |
| Returns for 5 years | 18.42 | 13.10 | 141% |
| Returns for 10 years | N/A | 18.26 | - |
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