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HMEZX vs VARCX
HMEZX vs VARCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VARCX has more cash in the bank: 1.58B vs. HMEZX (1.18B). HMEZX pays higher dividends than VARCX: HMEZX (4.98) vs VARCX (2.13). HMEZX was incepted earlier than VARCX: HMEZX (9 years) vs VARCX (2 years). VARCX (2.81) is less costly to investors than HMEZX (2.39). HMEZX (406.00) and VARCX (403.00) have comparable annual turnover. VARCX has a lower initial minimum investment than HMEZX: VARCX (1000) vs HMEZX (2500). HMEZX annual gain was more profitable for investors over the last year : 6.45 vs. VARCX (1.31).
| HMEZX | VARCX | HMEZX / VARCX | |
| Total Expense Ratio | 2.14 | 2.81 | 76% |
| Annual Report Gross Expense Ratio | 2.39 | 2.81 | 85% |
| Fund Existence | 9 years | 2 years | - |
| Gain YTD | 6.018 | 4.676 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 1.58B | 75% |
| Annual Yield % from dividends | 4.98 | 2.13 | 233% |
| Returns for 1 year | 6.45 | 1.31 | 491% |
| Returns for 3 years | 17.31 | N/A | - |
| Returns for 5 years | 18.42 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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