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EPDIX vs HFQRX
EPDIX vs HFQRX Comparison
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EPDIX vs HFQRX Comparison Chart in %
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EPDIX vs. HFQRX commentary
Jun 24, 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 EPDIX is a Hold and HFQRX is a Hold.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.63B vs. EPDIX (237M). HFQRX pays higher dividends than EPDIX: HFQRX (6.34) vs EPDIX (2.46). EPDIX was incepted earlier than HFQRX: EPDIX (12 years) vs HFQRX (11 years). EPDIX (1.23) is less costly to investors than HFQRX (0.69). HFQRX is a more actively managed with annual turnover of: 175.00 vs. EPDIX (14.00). EPDIX has a lower initial minimum investment than HFQRX: EPDIX (5000) vs HFQRX (1000000). EPDIX annual gain was more profitable for investors over the last year : 30.79 vs. HFQRX (28.03). EPDIX return over 5 years is better than : 82.83 vs. HFQRX (71.66).
| EPDIX | HFQRX | EPDIX / HFQRX | |
| Total Expense Ratio | 1.25 | 0.69 | 181% |
| Annual Report Gross Expense Ratio | 1.23 | 0.69 | 178% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 8.592 | 13.557 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237M | 7.63B | 3% |
| Annual Yield % from dividends | 2.46 | 6.34 | 39% |
| Returns for 1 year | 30.79 | 28.03 | 110% |
| Returns for 3 years | 76.08 | 68.69 | 111% |
| Returns for 5 years | 82.83 | 71.66 | 116% |
| Returns for 10 years | 149.80 | 137.03 | 109% |
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