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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: 1.57B vs. HMEZX (1.26B). HMEZX pays higher dividends than VARCX: HMEZX (5.05) vs VARCX (2.74). HMEZX was incepted earlier than VARCX: HMEZX (9 years) vs VARCX (2 years). VARCX (2.81) is less costly to investors than HMEZX (2.10). 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 : 6.51 vs. VARCX (2.56).
| HMEZX | VARCX | HMEZX / VARCX | |
| Total Expense Ratio | 1.90 | 2.81 | 68% |
| Annual Report Gross Expense Ratio | 2.10 | 2.81 | 75% |
| Fund Existence | 9 years | 2 years | - |
| Gain YTD | 0.351 | 0.191 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 1.57B | 80% |
| Annual Yield % from dividends | 5.05 | 2.74 | 184% |
| Returns for 1 year | 6.51 | 2.56 | 255% |
| Returns for 3 years | 17.54 | N/A | - |
| Returns for 5 years | 23.85 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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