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HFEAX vs VESIX
HFEAX vs VESIX Comparison
Open Charts HFEAX vs VESIX
HFEAX vs VESIX Comparison Chart in %
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HFEAX vs. VESIX commentary
Sep 04, 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 HFEAX is a Buy and VESIX is a Hold.
FUNDAMENTALS
Fundamentals
VESIX has more cash in the bank: 38.5B vs. HFEAX (706M). VESIX pays higher dividends than HFEAX: VESIX (2.81) vs HFEAX (1.07). HFEAX was incepted earlier than VESIX: HFEAX (25 years) vs VESIX (26 years). HFEAX (1.44) is less costly to investors than VESIX (0.06). HFEAX is a more actively managed with annual turnover of: 159.00 vs. VESIX (5.00). HFEAX has a lower initial minimum investment than VESIX: HFEAX (2500) vs VESIX (5000000). VESIX annual gain was more profitable for investors over the last year : 17.87 vs. HFEAX (15.19). HFEAX return over 5 years is better than : 47.07 vs. VESIX (30.59).
| HFEAX | VESIX | HFEAX / VESIX | |
| Total Expense Ratio | 1.30 | 0.06 | 2,167% |
| Annual Report Gross Expense Ratio | 1.44 | 0.06 | 2,400% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 4.603 | 8.958 | 51% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 706M | 38.5B | 2% |
| Annual Yield % from dividends | 1.07 | 2.81 | 38% |
| Returns for 1 year | 15.19 | 17.87 | 85% |
| Returns for 3 years | 62.48 | 51.14 | 122% |
| Returns for 5 years | 47.07 | 30.59 | 154% |
| Returns for 10 years | 124.71 | 88.46 | 141% |
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