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FEUPX vs HLMIX
FEUPX vs HLMIX Comparison
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FEUPX vs HLMIX Comparison Chart in %
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FEUPX 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 FEUPX is a Hold and HLMIX is a Buy.
FUNDAMENTALS
Fundamentals
FEUPX has more cash in the bank: 137B vs. HLMIX (12.9B). FEUPX pays higher dividends than HLMIX: FEUPX (2.70) vs HLMIX (1.53). FEUPX was incepted earlier than HLMIX: FEUPX (10 years) vs HLMIX (32 years). HLMIX (0.83) is less costly to investors than FEUPX (0.47). FEUPX is a more actively managed with annual turnover of: 50.00 vs. HLMIX (25.00). HLMIX has a lower initial minimum investment than FEUPX: HLMIX (100000) vs FEUPX (1000000). HLMIX annual gain was more profitable for investors over the last year : 13.36 vs. FEUPX (8.57). HLMIX return over 5 years is better than : 9.70 vs. FEUPX (-3.18).
| FEUPX | HLMIX | FEUPX / HLMIX | |
| Total Expense Ratio | 0.47 | 0.83 | 57% |
| Annual Report Gross Expense Ratio | 0.47 | 0.83 | 57% |
| Fund Existence | 10 years | 32 years | - |
| Gain YTD | 7.748 | 18.409 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 12.9B | 1,062% |
| Annual Yield % from dividends | 2.70 | 1.53 | 176% |
| Returns for 1 year | 8.57 | 13.36 | 64% |
| Returns for 3 years | 29.28 | 37.54 | 78% |
| Returns for 5 years | -3.18 | 9.70 | -33% |
| Returns for 10 years | N/A | 93.89 | - |
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