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HERIX vs VEMIX
HERIX vs VEMIX Comparison
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HERIX vs VEMIX Comparison Chart in %
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HERIX vs. VEMIX 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 VEMIX is a Hold.
FUNDAMENTALS
Fundamentals
VEMIX has more cash in the bank: 163B vs. HERIX (643M). VEMIX (2.42) and HERIX (2.34) have matching dividends . HERIX was incepted earlier than VEMIX: HERIX (15 years) vs VEMIX (26 years). HERIX (1.15) is less costly to investors than VEMIX (0.06). HERIX is a more actively managed with annual turnover of: 109.00 vs. VEMIX (6.00). HERIX has a lower initial minimum investment than VEMIX: HERIX (2000) vs VEMIX (5000000). HERIX annual gain was more profitable for investors over the last year : 39.45 vs. VEMIX (22.46). HERIX return over 5 years is better than : 51.89 vs. VEMIX (20.13).
| HERIX | VEMIX | HERIX / VEMIX | |
| Total Expense Ratio | 1.15 | 0.06 | 1,917% |
| Annual Report Gross Expense Ratio | 1.15 | 0.06 | 1,917% |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | 24.959 | 9.903 | 252% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 643M | 163B | 0% |
| Annual Yield % from dividends | 2.34 | 2.42 | 97% |
| Returns for 1 year | 39.45 | 22.46 | 176% |
| Returns for 3 years | 94.59 | 56.08 | 169% |
| Returns for 5 years | 51.89 | 20.13 | 258% |
| Returns for 10 years | 182.92 | 110.29 | 166% |
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