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FEPUX vs HLIZX
FEPUX vs HLIZX Comparison
Open Charts FEPUX vs HLIZX
FEPUX vs HLIZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FEPUX has more cash in the bank: 143B vs. HLIZX (12.6B). FEPUX pays higher dividends than HLIZX: FEPUX (2.73) vs HLIZX (1.66). 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 : 11.44 vs. FEPUX (7.21). HLIZX return over 5 years is better than : 10.26 vs. FEPUX (-2.25).
| 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 | 4.238 | 14.191 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 12.6B | 1,135% |
| Annual Yield % from dividends | 2.73 | 1.66 | 164% |
| Returns for 1 year | 7.21 | 11.44 | 63% |
| Returns for 3 years | 22.84 | 26.72 | 85% |
| Returns for 5 years | -2.25 | 10.26 | -22% |
| Returns for 10 years | N/A | N/A | - |
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