HLFMX
Price
$9.74
Change
+$0.09 (+0.93%)
Updated
Aug 21 closing price
Net Assets
123.15M
VEMRX
Price
$126.72
Change
+$0.98 (+0.78%)
Updated
Aug 21 closing price
Net Assets
162.03B
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HLFMX vs VEMRX

HLFMX vs VEMRX Comparison Chart in %
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HLFMX vs. VEMRX commentary
Aug 23, 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 VEMRX is a Hold.

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FUNDAMENTALS
Fundamentals
VEMRX has more cash in the bank: 162B vs. HLFMX (123M). HLFMX pays higher dividends than VEMRX: HLFMX (3.36) vs VEMRX (2.37). HLFMX was incepted earlier than VEMRX: HLFMX (18 years) vs VEMRX (16 years). HLFMX (1.42) is less costly to investors than VEMRX (0.05). HLFMX is a more actively managed with annual turnover of: 29.00 vs. VEMRX (6.00). HLFMX has a lower initial minimum investment than VEMRX: HLFMX (100000) vs VEMRX (100000000). VEMRX annual gain was more profitable for investors over the last year : 19.55 vs. HLFMX (11.86). VEMRX return over 5 years is better than : 36.01 vs. HLFMX (23.41).
HLFMXVEMRXHLFMX / VEMRX
Total Expense Ratio1.420.052,840%
Annual Report Gross Expense Ratio1.420.052,840%
Fund Existence18 years16 years-
Gain YTD9.07112.40073%
Front LoadN/AN/A-
Min. Initial Investment1000001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets123M162B0%
Annual Yield % from dividends3.362.37142%
Returns for 1 year11.8619.5561%
Returns for 3 years45.5460.7075%
Returns for 5 years23.4136.0165%
Returns for 10 years50.0489.7156%
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