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FHZEX vs VFORX
FHZEX vs VFORX Comparison Chart
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FHZEX vs. VFORX commentary
May 22, 2025
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 FHZEX is a Hold and VFORX is a Hold.
FUNDAMENTALS
Fundamentals
VFORX has more cash in the bank: 92.2B vs. FHZEX (3.53B). VFORX pays higher dividends than FHZEX: VFORX (2.42) vs FHZEX (1.00). FHZEX was incepted earlier than VFORX: FHZEX (7 years) vs VFORX (19 years). FHZEX (1.49) is less costly to investors than VFORX (0.08). FHZEX is a more actively managed with annual turnover of: 15.00 vs. VFORX (2.00). FHZEX has a lower initial minimum investment than VFORX: FHZEX (0) vs VFORX (1000). VFORX annual gain was more profitable for investors over the last year : 8.53 vs. FHZEX (7.17). FHZEX return over 5 years is better than : 47.85 vs. VFORX (32.40).
| FHZEX | VFORX | FHZEX / VFORX | |
| Total Expense Ratio | 1.49 | 0.08 | 1,863% |
| Annual Report Gross Expense Ratio | 1.49 | 0.08 | 1,863% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 4.797 | 4.928 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.53B | 92.2B | 4% |
| Annual Yield % from dividends | 1.00 | 2.42 | 41% |
| Returns for 1 year | 7.17 | 8.53 | 84% |
| Returns for 3 years | 32.97 | 30.15 | 109% |
| Returns for 5 years | 47.85 | 32.40 | 148% |
| Returns for 10 years | N/A | 53.87 | - |
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