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FEPUX vs HLMIX
FEPUX vs HLMIX Comparison
Open Charts FEPUX vs HLMIX
FEPUX vs HLMIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FEPUX has more cash in the bank: 143B vs. HLMIX (12.7B). FEPUX pays higher dividends than HLMIX: FEPUX (2.67) vs HLMIX (1.58). FEPUX was incepted earlier than HLMIX: FEPUX (6 years) vs HLMIX (32 years). HLMIX (0.83) is less costly to investors than FEPUX (0.53). FEPUX is a more actively managed with annual turnover of: 50.00 vs. HLMIX (25.00). FEPUX has a lower initial minimum investment than HLMIX: FEPUX (250) vs HLMIX (100000). HLMIX annual gain was more profitable for investors over the last year : 16.87 vs. FEPUX (14.53). HLMIX return over 5 years is better than : 12.06 vs. FEPUX (0.70).
| FEPUX | HLMIX | FEPUX / HLMIX | |
| Total Expense Ratio | 0.53 | 0.83 | 64% |
| Annual Report Gross Expense Ratio | 0.53 | 0.83 | 64% |
| Fund Existence | 6 years | 32 years | - |
| Gain YTD | 7.184 | 15.353 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 12.7B | 1,126% |
| Annual Yield % from dividends | 2.67 | 1.58 | 169% |
| Returns for 1 year | 14.53 | 16.87 | 86% |
| Returns for 3 years | 28.22 | 29.90 | 94% |
| Returns for 5 years | 0.70 | 12.06 | 6% |
| Returns for 10 years | N/A | 110.04 | - |
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