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FUEPX vs HLMNX
FUEPX vs HLMNX Comparison
Open Charts FUEPX vs HLMNX
FUEPX vs HLMNX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FUEPX has more cash in the bank: 143B vs. HLMNX (12.4B). FUEPX pays higher dividends than HLMNX: FUEPX (2.63) vs HLMNX (1.18). FUEPX was incepted earlier than HLMNX: FUEPX (6 years) vs HLMNX (21 years). HLMNX (1.15) is less costly to investors than FUEPX (0.59). FUEPX is a more actively managed with annual turnover of: 50.00 vs. HLMNX (25.00). FUEPX has a lower initial minimum investment than HLMNX: FUEPX (250) vs HLMNX (5000). HLMNX annual gain was more profitable for investors over the last year : 10.45 vs. FUEPX (7.47). HLMNX return over 5 years is better than : 6.40 vs. FUEPX (-3.90).
| FUEPX | HLMNX | FUEPX / HLMNX | |
| Total Expense Ratio | 0.59 | 1.15 | 51% |
| Annual Report Gross Expense Ratio | 0.59 | 1.15 | 51% |
| Fund Existence | 6 years | 21 years | - |
| Gain YTD | 3.621 | 12.188 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 12.4B | 1,153% |
| Annual Yield % from dividends | 2.63 | 1.18 | 223% |
| Returns for 1 year | 7.47 | 10.45 | 71% |
| Returns for 3 years | 23.04 | 24.32 | 95% |
| Returns for 5 years | -3.90 | 6.40 | -61% |
| Returns for 10 years | N/A | 97.16 | - |
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