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HLFZX vs VEMAX
HLFZX vs VEMAX Comparison
Open Charts HLFZX vs VEMAX
HLFZX vs VEMAX Comparison Chart in %
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HLFZX vs. VEMAX commentary
Jun 04, 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 HLFZX is a Hold and VEMAX is a Hold.
FUNDAMENTALS
Fundamentals
VEMAX has more cash in the bank: 160B vs. HLFZX (117M). HLFZX pays higher dividends than VEMAX: HLFZX (3.58) vs VEMAX (2.39). HLFZX was incepted earlier than VEMAX: HLFZX (9 years) vs VEMAX (20 years). HLFZX (1.33) is less costly to investors than VEMAX (0.13). HLFZX is a more actively managed with annual turnover of: 29.00 vs. VEMAX (6.00). VEMAX has a lower initial minimum investment than HLFZX: VEMAX (3000) vs HLFZX (2500000). VEMAX annual gain was more profitable for investors over the last year : 29.60 vs. HLFZX (13.34). VEMAX return over 5 years is better than : 22.89 vs. HLFZX (20.96).
| HLFZX | VEMAX | HLFZX / VEMAX | |
| Total Expense Ratio | 1.25 | 0.13 | 962% |
| Annual Report Gross Expense Ratio | 1.33 | 0.13 | 1,023% |
| Fund Existence | 9 years | 20 years | - |
| Gain YTD | 2.320 | 12.195 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117M | 160B | 0% |
| Annual Yield % from dividends | 3.58 | 2.39 | 150% |
| Returns for 1 year | 13.34 | 29.60 | 45% |
| Returns for 3 years | 39.67 | 59.89 | 66% |
| Returns for 5 years | 20.96 | 22.89 | 92% |
| Returns for 10 years | N/A | 108.47 | - |
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