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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 24, 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 Buy and VEMAX is a Hold.
FUNDAMENTALS
Fundamentals
VEMAX has more cash in the bank: 163B vs. HLFZX (119M). 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 : 29.95 vs. HLFZX (17.32). VEMAX (25.05) and HLFZX (24.47) have equivalent 5 years return.
| 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 | 5.414 | 13.727 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 163B | 0% |
| Annual Yield % from dividends | 3.58 | 2.39 | 150% |
| Returns for 1 year | 17.32 | 29.95 | 58% |
| Returns for 3 years | 44.30 | 61.51 | 72% |
| Returns for 5 years | 24.47 | 25.05 | 98% |
| Returns for 10 years | N/A | 114.47 | - |
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