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EPDIX vs HFQRX
EPDIX vs HFQRX Comparison
Open Charts EPDIX vs HFQRX
EPDIX vs HFQRX Comparison Chart in %
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EPDIX vs. HFQRX 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 EPDIX is a Hold and HFQRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.92B vs. EPDIX (251M). HFQRX pays higher dividends than EPDIX: HFQRX (6.16) vs EPDIX (2.29). EPDIX was incepted earlier than HFQRX: EPDIX (13 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 : 31.48 vs. HFQRX (26.01). EPDIX return over 5 years is better than : 104.15 vs. HFQRX (79.15).
| EPDIX | HFQRX | EPDIX / HFQRX | |
| Total Expense Ratio | 1.25 | 0.69 | 181% |
| Annual Report Gross Expense Ratio | 1.23 | 0.69 | 178% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 16.801 | 18.519 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 7.92B | 3% |
| Annual Yield % from dividends | 2.29 | 6.16 | 37% |
| Returns for 1 year | 31.48 | 26.01 | 121% |
| Returns for 3 years | 92.26 | 78.22 | 118% |
| Returns for 5 years | 104.15 | 79.15 | 132% |
| Returns for 10 years | 146.71 | 131.68 | 111% |
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