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FEPUX vs HLIZX
FEPUX vs HLIZX Comparison
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FEPUX vs HLIZX Comparison Chart in %
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FEPUX vs. HLIZX commentary
Sep 09, 2026
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 FEPUX is a Buy and HLIZX is a Buy.
FUNDAMENTALS
Fundamentals
FEPUX has more cash in the bank: 137B vs. HLIZX (13B). FEPUX pays higher dividends than HLIZX: FEPUX (2.68) vs HLIZX (1.62). FEPUX was incepted earlier than HLIZX: FEPUX (6 years) vs HLIZX (9 years). HLIZX (0.73) is less costly to investors than FEPUX (0.53). FEPUX is a more actively managed with annual turnover of: 50.00 vs. HLIZX (25.00). FEPUX has a lower initial minimum investment than HLIZX: FEPUX (250) vs HLIZX (10000000). HLIZX annual gain was more profitable for investors over the last year : 11.97 vs. FEPUX (8.23). HLIZX return over 5 years is better than : 11.65 vs. FEPUX (-0.60).
| FEPUX | HLIZX | FEPUX / HLIZX | |
| Total Expense Ratio | 0.53 | 0.73 | 73% |
| Annual Report Gross Expense Ratio | 0.53 | 0.73 | 73% |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | 8.773 | 18.872 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 13B | 1,054% |
| Annual Yield % from dividends | 2.68 | 1.62 | 165% |
| Returns for 1 year | 8.23 | 11.97 | 69% |
| Returns for 3 years | 31.71 | 40.11 | 79% |
| Returns for 5 years | -0.60 | 11.65 | -5% |
| Returns for 10 years | N/A | N/A | - |
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