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HLFMX vs VEMAX
HLFMX vs VEMAX Comparison
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HLFMX vs VEMAX Comparison Chart in %
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HLFMX vs. VEMAX commentary
Jun 29, 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: 163B vs. HLFMX (118M). HLFMX pays higher dividends than VEMAX: HLFMX (3.51) vs VEMAX (2.39). HLFMX was incepted earlier than VEMAX: HLFMX (18 years) vs VEMAX (20 years). HLFMX (1.41) 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 : 19.99 vs. HLFMX (12.34). HLFMX return over 5 years is better than : 20.01 vs. VEMAX (18.55).
| HLFMX | VEMAX | HLFMX / VEMAX | |
| Total Expense Ratio | 1.41 | 0.13 | 1,085% |
| Annual Report Gross Expense Ratio | 1.41 | 0.13 | 1,085% |
| Fund Existence | 18 years | 20 years | - |
| Gain YTD | 3.583 | 8.612 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 163B | 0% |
| Annual Yield % from dividends | 3.51 | 2.39 | 147% |
| Returns for 1 year | 12.34 | 19.99 | 62% |
| Returns for 3 years | 39.19 | 52.83 | 74% |
| Returns for 5 years | 20.01 | 18.55 | 108% |
| Returns for 10 years | 48.14 | 102.66 | 47% |
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