FEUPX
Price
$67.59
Change
-$0.55 (-0.81%)
Updated
Jun 3 closing price
Net Assets
136.57B
HLMNX
Price
$31.17
Change
-$0.31 (-0.98%)
Updated
Jun 3 closing price
Net Assets
12.91B
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FEUPX vs HLMNX

Header iconFEUPX vs HLMNX Comparison
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FEUPX vs HLMNX Comparison Chart in %
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FEUPX vs. HLMNX commentary
Jun 04, 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 HLMNX is a Hold.

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FUNDAMENTALS
Fundamentals
FEUPX has more cash in the bank: 137B vs. HLMNX (12.9B). FEUPX pays higher dividends than HLMNX: FEUPX (2.69) vs HLMNX (1.18). FEUPX was incepted earlier than HLMNX: FEUPX (9 years) vs HLMNX (21 years). HLMNX (1.15) is less costly to investors than FEUPX (0.47). FEUPX is a more actively managed with annual turnover of: 35.00 vs. HLMNX (25.00). HLMNX has a lower initial minimum investment than FEUPX: HLMNX (5000) vs FEUPX (1000000). FEUPX annual gain was more profitable for investors over the last year : 16.39 vs. HLMNX (14.80). HLMNX return over 5 years is better than : 9.50 vs. FEUPX (-0.09).
FEUPXHLMNXFEUPX / HLMNX
Total Expense Ratio0.471.1541%
Annual Report Gross Expense Ratio0.471.1541%
Fund Existence9 years21 years-
Gain YTD12.33115.56579%
Front LoadN/AN/A-
Min. Initial Investment1000000500020,000%
Min. Initial Investment IRAN/AN/A-
Net Assets137B12.9B1,062%
Annual Yield % from dividends2.691.18228%
Returns for 1 year16.3914.80111%
Returns for 3 years34.5128.82120%
Returns for 5 years-0.099.50-1%
Returns for 10 yearsN/A95.98-
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