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HERIX vs VEMAX
HERIX vs VEMAX Comparison
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HERIX vs VEMAX Comparison Chart in %
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HERIX vs. VEMAX commentary
Jun 26, 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 HERIX is a Hold and VEMAX is a Hold.
FUNDAMENTALS
Fundamentals
VEMAX has more cash in the bank: 163B vs. HERIX (643M). VEMAX (2.39) and HERIX (2.34) have matching dividends . HERIX was incepted earlier than VEMAX: HERIX (15 years) vs VEMAX (20 years). HERIX (1.15) is less costly to investors than VEMAX (0.13). HERIX is a more actively managed with annual turnover of: 109.00 vs. VEMAX (6.00). HERIX has a lower initial minimum investment than VEMAX: HERIX (2000) vs VEMAX (3000). HERIX annual gain was more profitable for investors over the last year : 39.45 vs. VEMAX (22.42). HERIX return over 5 years is better than : 51.89 vs. VEMAX (19.93).
| HERIX | VEMAX | HERIX / VEMAX | |
| Total Expense Ratio | 1.15 | 0.13 | 885% |
| Annual Report Gross Expense Ratio | 1.15 | 0.13 | 885% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 24.959 | 9.869 | 253% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 643M | 163B | 0% |
| Annual Yield % from dividends | 2.34 | 2.39 | 98% |
| Returns for 1 year | 39.45 | 22.42 | 176% |
| Returns for 3 years | 94.59 | 55.89 | 169% |
| Returns for 5 years | 51.89 | 19.93 | 260% |
| Returns for 10 years | 182.92 | 109.82 | 167% |
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