Interact to see
Advertisement
Advertisement
EPDIX vs HFQRX
EPDIX vs HFQRX Comparison
Open Charts EPDIX vs HFQRX
EPDIX vs HFQRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EPDIX vs. HFQRX commentary
Jul 14, 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 StrongBuy and HFQRX is a Hold.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.55B vs. EPDIX (233M). HFQRX pays higher dividends than EPDIX: HFQRX (6.36) vs EPDIX (2.35). 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 : 26.70 vs. HFQRX (24.21). EPDIX return over 5 years is better than : 81.55 vs. HFQRX (70.87).
| 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 | 6.770 | 13.699 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 7.55B | 3% |
| Annual Yield % from dividends | 2.35 | 6.36 | 37% |
| Returns for 1 year | 26.70 | 24.21 | 110% |
| Returns for 3 years | 66.83 | 64.54 | 104% |
| Returns for 5 years | 81.55 | 70.87 | 115% |
| Returns for 10 years | 126.87 | 129.39 | 98% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement