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AIVIX vs HFQRX
AIVIX vs HFQRX Comparison
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AIVIX vs HFQRX Comparison Chart in %
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AIVIX vs. HFQRX commentary
Aug 25, 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 AIVIX is a Buy and HFQRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.92B vs. AIVIX (139M). HFQRX pays higher dividends than AIVIX: HFQRX (6.16) vs AIVIX (2.66). AIVIX was incepted earlier than HFQRX: AIVIX (22 years) vs HFQRX (11 years). AIVIX (1.29) is less costly to investors than HFQRX (0.69). HFQRX is a more actively managed with annual turnover of: 175.00 vs. AIVIX (50.00). HFQRX has a lower initial minimum investment than AIVIX: HFQRX (1000000) vs AIVIX (2000000). HFQRX annual gain was more profitable for investors over the last year : 25.65 vs. AIVIX (21.23). HFQRX (79.09) and AIVIX (75.47) have equivalent 5 years return.
| AIVIX | HFQRX | AIVIX / HFQRX | |
| Total Expense Ratio | 0.92 | 0.69 | 133% |
| Annual Report Gross Expense Ratio | 1.29 | 0.69 | 187% |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 14.125 | 19.511 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 7.92B | 2% |
| Annual Yield % from dividends | 2.66 | 6.16 | 43% |
| Returns for 1 year | 21.23 | 25.65 | 83% |
| Returns for 3 years | 75.07 | 79.10 | 95% |
| Returns for 5 years | 75.47 | 79.09 | 95% |
| Returns for 10 years | 119.61 | 135.53 | 88% |
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