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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
Jul 06, 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 Hold and HFQRX is a Hold.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.63B vs. AIVIX (136M). HFQRX pays higher dividends than AIVIX: HFQRX (6.36) vs AIVIX (2.73). AIVIX was incepted earlier than HFQRX: AIVIX (21 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 : 24.73 vs. AIVIX (22.45). HFQRX (71.83) and AIVIX (69.51) 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 | 21 years | 11 years | - |
| Gain YTD | 10.097 | 13.841 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136M | 7.63B | 2% |
| Annual Yield % from dividends | 2.73 | 6.36 | 43% |
| Returns for 1 year | 22.45 | 24.73 | 91% |
| Returns for 3 years | 66.63 | 66.11 | 101% |
| Returns for 5 years | 69.51 | 71.83 | 97% |
| Returns for 10 years | 125.02 | 132.59 | 94% |
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