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FUEPX vs HLIZX
FUEPX vs HLIZX Comparison
Open Charts FUEPX vs HLIZX
FUEPX vs HLIZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FUEPX has more cash in the bank: 143B vs. HLIZX (12.6B). FUEPX pays higher dividends than HLIZX: FUEPX (2.63) vs HLIZX (1.67). FUEPX was incepted earlier than HLIZX: FUEPX (6 years) vs HLIZX (9 years). HLIZX (0.73) is less costly to investors than FUEPX (0.59). FUEPX is a more actively managed with annual turnover of: 50.00 vs. HLIZX (25.00). FUEPX has a lower initial minimum investment than HLIZX: FUEPX (250) vs HLIZX (10000000). FUEPX annual gain was more profitable for investors over the last year : 14.57 vs. HLIZX (11.33). HLIZX return over 5 years is better than : 9.11 vs. FUEPX (-2.07).
| FUEPX | HLIZX | FUEPX / HLIZX | |
| Total Expense Ratio | 0.59 | 0.73 | 81% |
| Annual Report Gross Expense Ratio | 0.59 | 0.73 | 81% |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | 9.937 | 14.080 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 12.6B | 1,135% |
| Annual Yield % from dividends | 2.63 | 1.67 | 158% |
| Returns for 1 year | 14.57 | 11.33 | 129% |
| Returns for 3 years | 28.40 | 26.40 | 108% |
| Returns for 5 years | -2.07 | 9.11 | -23% |
| Returns for 10 years | N/A | N/A | - |
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