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HLFMX vs VEMAX
HLFMX vs VEMAX Comparison
Open Charts HLFMX vs VEMAX
HLFMX vs VEMAX Comparison Chart in %
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HLFMX vs. VEMAX commentary
Aug 28, 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 HLFMX is a Buy and VEMAX is a Hold.
FUNDAMENTALS
Fundamentals
VEMAX has more cash in the bank: 162B vs. HLFMX (123M). HLFMX pays higher dividends than VEMAX: HLFMX (3.36) vs VEMAX (2.32). HLFMX was incepted earlier than VEMAX: HLFMX (18 years) vs VEMAX (20 years). HLFMX (1.42) is less costly to investors than VEMAX (0.13). HLFMX is a more actively managed with annual turnover of: 29.00 vs. VEMAX (6.00). VEMAX has a lower initial minimum investment than HLFMX: VEMAX (3000) vs HLFMX (100000). VEMAX annual gain was more profitable for investors over the last year : 19.65 vs. HLFMX (11.23). VEMAX return over 5 years is better than : 31.06 vs. HLFMX (21.67).
| HLFMX | VEMAX | HLFMX / VEMAX | |
| Total Expense Ratio | 1.42 | 0.13 | 1,092% |
| Annual Report Gross Expense Ratio | 1.42 | 0.13 | 1,092% |
| Fund Existence | 18 years | 20 years | - |
| Gain YTD | 9.295 | 12.852 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 162B | 0% |
| Annual Yield % from dividends | 3.36 | 2.32 | 145% |
| Returns for 1 year | 11.23 | 19.65 | 57% |
| Returns for 3 years | 45.64 | 58.66 | 78% |
| Returns for 5 years | 21.67 | 31.06 | 70% |
| Returns for 10 years | 52.56 | 90.26 | 58% |
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