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HLFZX vs VEMRX
HLFZX vs VEMRX Comparison
Open Charts HLFZX vs VEMRX
HLFZX vs VEMRX Comparison Chart in %
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HLFZX vs. VEMRX 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 VEMRX is a Hold.
FUNDAMENTALS
Fundamentals
VEMRX has more cash in the bank: 160B vs. HLFZX (117M). HLFZX pays higher dividends than VEMRX: HLFZX (3.58) vs VEMRX (2.43). HLFZX was incepted earlier than VEMRX: HLFZX (9 years) vs VEMRX (15 years). HLFZX (1.33) is less costly to investors than VEMRX (0.05). HLFZX is a more actively managed with annual turnover of: 29.00 vs. VEMRX (6.00). HLFZX has a lower initial minimum investment than VEMRX: HLFZX (2500000) vs VEMRX (100000000). VEMRX annual gain was more profitable for investors over the last year : 29.69 vs. HLFZX (13.34). VEMRX return over 5 years is better than : 23.15 vs. HLFZX (20.96).
| HLFZX | VEMRX | HLFZX / VEMRX | |
| Total Expense Ratio | 1.25 | 0.05 | 2,500% |
| Annual Report Gross Expense Ratio | 1.33 | 0.05 | 2,660% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 2.320 | 12.240 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 100000000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117M | 160B | 0% |
| Annual Yield % from dividends | 3.58 | 2.43 | 147% |
| Returns for 1 year | 13.34 | 29.69 | 45% |
| Returns for 3 years | 39.67 | 60.12 | 66% |
| Returns for 5 years | 20.96 | 23.15 | 91% |
| Returns for 10 years | N/A | 109.09 | - |
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