HLFMX
Price
$9.76
Change
-$0.01 (-0.10%)
Updated
Aug 26 closing price
Net Assets
123.42M
VEMIX
Price
$38.43
Change
+$0.16 (+0.42%)
Updated
Aug 27 closing price
Net Assets
162.03B
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HLFMX vs VEMIX

HLFMX vs VEMIX Comparison Chart in %
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HLFMX vs. VEMIX 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 VEMIX is a Hold.

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FUNDAMENTALS
Fundamentals
VEMIX has more cash in the bank: 162B vs. HLFMX (123M). HLFMX pays higher dividends than VEMIX: HLFMX (3.36) vs VEMIX (2.35). HLFMX was incepted earlier than VEMIX: HLFMX (18 years) vs VEMIX (26 years). HLFMX (1.42) 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 : 19.73 vs. HLFMX (12.46). VEMIX return over 5 years is better than : 31.28 vs. HLFMX (21.80).
HLFMXVEMIXHLFMX / VEMIX
Total Expense Ratio1.420.062,367%
Annual Report Gross Expense Ratio1.420.062,367%
Fund Existence18 years26 years-
Gain YTD9.40612.91273%
Front LoadN/AN/A-
Min. Initial Investment10000050000002%
Min. Initial Investment IRAN/AN/A-
Net Assets123M162B0%
Annual Yield % from dividends3.362.35143%
Returns for 1 year12.4619.7363%
Returns for 3 years46.1958.8578%
Returns for 5 years21.8031.2870%
Returns for 10 years51.9090.8357%
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