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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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FUEPX vs. HLMNX commentary
Sep 03, 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 FUEPX is a Buy and HLMNX is a Hold.
FUNDAMENTALS
Fundamentals
FUEPX has more cash in the bank: 137B vs. HLMNX (12.8B). FUEPX pays higher dividends than HLMNX: FUEPX (2.64) vs HLMNX (1.15). 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 : 12.88 vs. FUEPX (7.75). HLMNX return over 5 years is better than : 7.20 vs. FUEPX (-3.82).
| 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 | 6.134 | 16.777 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 12.8B | 1,070% |
| Annual Yield % from dividends | 2.64 | 1.15 | 230% |
| Returns for 1 year | 7.75 | 12.88 | 60% |
| Returns for 3 years | 25.91 | 33.56 | 77% |
| Returns for 5 years | -3.82 | 7.20 | -53% |
| Returns for 10 years | N/A | 88.56 | - |
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