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HLFMX vs VEMIX
HLFMX vs VEMIX Comparison
Open Charts HLFMX vs VEMIX
HLFMX vs VEMIX Comparison Chart in %
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HLFMX vs. VEMIX 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 VEMIX is a Hold.
FUNDAMENTALS
Fundamentals
VEMIX has more cash in the bank: 163B vs. HLFMX (118M). HLFMX pays higher dividends than VEMIX: HLFMX (3.51) vs VEMIX (2.42). HLFMX was incepted earlier than VEMIX: HLFMX (18 years) vs VEMIX (26 years). HLFMX (1.41) is less costly to investors than VEMIX (0.06). HLFMX is a more actively managed with annual turnover of: 29.00 vs. VEMIX (6.00). HLFMX has a lower initial minimum investment than VEMIX: HLFMX (100000) vs VEMIX (5000000). VEMIX annual gain was more profitable for investors over the last year : 20.04 vs. HLFMX (12.34). HLFMX return over 5 years is better than : 20.01 vs. VEMIX (18.75).
| HLFMX | VEMIX | HLFMX / VEMIX | |
| Total Expense Ratio | 1.41 | 0.06 | 2,350% |
| Annual Report Gross Expense Ratio | 1.41 | 0.06 | 2,350% |
| Fund Existence | 18 years | 26 years | - |
| Gain YTD | 3.583 | 8.634 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 163B | 0% |
| Annual Yield % from dividends | 3.51 | 2.42 | 145% |
| Returns for 1 year | 12.34 | 20.04 | 62% |
| Returns for 3 years | 39.19 | 52.95 | 74% |
| Returns for 5 years | 20.01 | 18.75 | 107% |
| Returns for 10 years | 48.14 | 103.13 | 47% |
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