Interact to see
Advertisement
Advertisement
HFERX vs VEUPX
HFERX vs VEUPX Comparison
Open Charts HFERX vs VEUPX
HFERX vs VEUPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HFERX vs. VEUPX commentary
Aug 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 HFERX is a Hold and VEUPX is a Buy.
FUNDAMENTALS
Fundamentals
VEUPX has more cash in the bank: 37.9B vs. HFERX (723M). VEUPX pays higher dividends than HFERX: VEUPX (2.84) vs HFERX (1.31). HFERX was incepted earlier than VEUPX: HFERX (11 years) vs VEUPX (12 years). HFERX (1.10) is less costly to investors than VEUPX (0.05). HFERX is a more actively managed with annual turnover of: 159.00 vs. VEUPX (5.00). HFERX has a lower initial minimum investment than VEUPX: HFERX (1000000) vs VEUPX (100000000). VEUPX annual gain was more profitable for investors over the last year : 20.48 vs. HFERX (16.84). HFERX return over 5 years is better than : 51.74 vs. VEUPX (33.86).
| HFERX | VEUPX | HFERX / VEUPX | |
| Total Expense Ratio | 0.96 | 0.05 | 1,920% |
| Annual Report Gross Expense Ratio | 1.10 | 0.05 | 2,200% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 4.303 | 8.739 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723M | 37.9B | 2% |
| Annual Yield % from dividends | 1.31 | 2.84 | 46% |
| Returns for 1 year | 16.84 | 20.48 | 82% |
| Returns for 3 years | 57.62 | 45.64 | 126% |
| Returns for 5 years | 51.74 | 33.86 | 153% |
| Returns for 10 years | 140.89 | 95.82 | 147% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TWMIX | 18.26 | 0.39 | +2.18% |
| American Century Emerging Markets Inv | |||
| APHIX | 34.71 | 0.08 | +0.23% |
| Artisan International Institutional | |||
| CAPRX | 9.71 | 0.02 | +0.21% |
| Federated Hermes Capital Income R | |||
| PQCCX | 11.26 | -0.01 | -0.09% |
| PGIM Quant Solutions Mid-Cap Index R6 | |||
| LAMGX | 24.28 | -0.06 | -0.25% |
| Lord Abbett Micro Cap Growth A | |||