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AAIEX vs HFQRX
AAIEX vs HFQRX Comparison
Open Charts AAIEX vs HFQRX
AAIEX vs HFQRX Comparison Chart in %
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AAIEX vs. HFQRX commentary
Jul 09, 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 AAIEX is a Hold and HFQRX is a Hold.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.55B vs. AAIEX (601M). HFQRX pays higher dividends than AAIEX: HFQRX (6.36) vs AAIEX (2.89). AAIEX was incepted earlier than HFQRX: AAIEX (35 years) vs HFQRX (11 years). AAIEX (0.80) is less costly to investors than HFQRX (0.69). HFQRX is a more actively managed with annual turnover of: 175.00 vs. AAIEX (49.00). AAIEX has a lower initial minimum investment than HFQRX: AAIEX (250000) vs HFQRX (1000000). HFQRX annual gain was more profitable for investors over the last year : 25.14 vs. AAIEX (9.46). HFQRX return over 5 years is better than : 70.66 vs. AAIEX (11.80).
| AAIEX | HFQRX | AAIEX / HFQRX | |
| Total Expense Ratio | 0.80 | 0.69 | 116% |
| Annual Report Gross Expense Ratio | 0.80 | 0.69 | 116% |
| Fund Existence | 35 years | 11 years | - |
| Gain YTD | 7.544 | 13.557 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 601M | 7.55B | 8% |
| Annual Yield % from dividends | 2.89 | 6.36 | 45% |
| Returns for 1 year | 9.46 | 25.14 | 38% |
| Returns for 3 years | 22.00 | 69.89 | 31% |
| Returns for 5 years | 11.80 | 70.66 | 17% |
| Returns for 10 years | 42.40 | 135.34 | 31% |
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