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FEPUX vs HLMIX
FEPUX vs HLMIX Comparison
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FEPUX vs HLMIX Comparison Chart in %
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FEPUX vs. HLMIX commentary
Sep 05, 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 Hold and HLMIX is a Buy.
FUNDAMENTALS
Fundamentals
FEPUX has more cash in the bank: 137B vs. HLMIX (12.9B). FEPUX pays higher dividends than HLMIX: FEPUX (2.68) vs HLMIX (1.53). 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 : 13.36 vs. FEPUX (8.44). HLMIX return over 5 years is better than : 9.70 vs. FEPUX (-2.22).
| 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 | 7.681 | 18.409 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 12.9B | 1,062% |
| Annual Yield % from dividends | 2.68 | 1.53 | 175% |
| Returns for 1 year | 8.44 | 13.36 | 63% |
| Returns for 3 years | 28.95 | 37.54 | 77% |
| Returns for 5 years | -2.22 | 9.70 | -23% |
| Returns for 10 years | N/A | 93.89 | - |
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