HLMOX
Price
$9.72
Change
+$0.10 (+1.04%)
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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HLMOX vs VEMRX

HLMOX vs VEMRX Comparison Chart in %
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HLMOX 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 HLMOX is a Buy and VEMRX is a Hold.

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FUNDAMENTALS
Fundamentals
VEMRX has more cash in the bank: 162B vs. HLMOX (123M). HLMOX pays higher dividends than VEMRX: HLMOX (3.09) vs VEMRX (2.37). HLMOX was incepted earlier than VEMRX: HLMOX (16 years) vs VEMRX (16 years). HLMOX (2.18) is less costly to investors than VEMRX (0.05). HLMOX is a more actively managed with annual turnover of: 29.00 vs. VEMRX (6.00). HLMOX has a lower initial minimum investment than VEMRX: HLMOX (5000) vs VEMRX (100000000). VEMRX annual gain was more profitable for investors over the last year : 19.55 vs. HLMOX (11.68). VEMRX return over 5 years is better than : 36.01 vs. HLMOX (22.15).
HLMOXVEMRXHLMOX / VEMRX
Total Expense Ratio1.750.053,500%
Annual Report Gross Expense Ratio2.180.054,360%
Fund Existence16 years16 years-
Gain YTD8.96912.40072%
Front LoadN/AN/A-
Min. Initial Investment50001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets123M162B0%
Annual Yield % from dividends3.092.37130%
Returns for 1 year11.6819.5560%
Returns for 3 years44.2860.7073%
Returns for 5 years22.1536.0162%
Returns for 10 years46.1089.7151%
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