HLFZX
Price
$9.50
Change
-$0.10 (-1.04%)
Updated
Jul 13 closing price
Net Assets
120.89M
VEMRX
Price
$123.48
Change
-$1.76 (-1.41%)
Updated
Jul 13 closing price
Net Assets
163.32B
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HLFZX vs VEMRX

HLFZX vs VEMRX Comparison Chart in %
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HLFZX vs. VEMRX commentary
Jul 14, 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 VEMRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VEMRX has more cash in the bank: 163B vs. HLFZX (121M). HLFZX pays higher dividends than VEMRX: HLFZX (3.50) vs VEMRX (2.32). HLFZX was incepted earlier than VEMRX: HLFZX (9 years) vs VEMRX (16 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 : 22.43 vs. HLFZX (12.08). HLFZX return over 5 years is better than : 25.70 vs. VEMRX (24.40).
HLFZXVEMRXHLFZX / VEMRX
Total Expense Ratio1.250.052,500%
Annual Report Gross Expense Ratio1.330.052,660%
Fund Existence9 years16 years-
Gain YTD6.07711.08755%
Front LoadN/AN/A-
Min. Initial Investment25000001000000003%
Min. Initial Investment IRAN/AN/A-
Net Assets121M163B0%
Annual Yield % from dividends3.502.32151%
Returns for 1 year12.0822.4354%
Returns for 3 years37.3051.5372%
Returns for 5 years25.7024.40105%
Returns for 10 yearsN/A93.82-
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