Interact to see
Advertisement
Advertisement
FUEPX vs HLMNX
FUEPX vs HLMNX Comparison
Open Charts FUEPX vs HLMNX
FUEPX vs HLMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FUEPX has more cash in the bank: 137B vs. HLMNX (12.9B). 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: 35.00 vs. HLMNX (25.00). FUEPX has a lower initial minimum investment than HLMNX: FUEPX (250) vs HLMNX (5000). FUEPX annual gain was more profitable for investors over the last year : 16.22 vs. HLMNX (14.80). HLMNX return over 5 years is better than : 9.50 vs. FUEPX (0.68).
| 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 | 12.285 | 15.565 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 12.9B | 1,062% |
| Annual Yield % from dividends | 2.63 | 1.18 | 223% |
| Returns for 1 year | 16.22 | 14.80 | 110% |
| Returns for 3 years | 33.96 | 28.82 | 118% |
| Returns for 5 years | 0.68 | 9.50 | 7% |
| Returns for 10 years | N/A | 95.98 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement