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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
Sep 12, 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 Buy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.98B vs. EPDIX (248M). HFQRX pays higher dividends than EPDIX: HFQRX (6.08) vs EPDIX (2.17). 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). HFQRX (24.33) and EPDIX (23.74) have marching annual gain over last year. EPDIX return over 5 years is better than : 99.67 vs. HFQRX (80.34).
| 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 | 15.389 | 18.094 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248M | 7.98B | 3% |
| Annual Yield % from dividends | 2.17 | 6.08 | 36% |
| Returns for 1 year | 23.74 | 24.33 | 98% |
| Returns for 3 years | 86.40 | 75.20 | 115% |
| Returns for 5 years | 99.67 | 80.34 | 124% |
| Returns for 10 years | 154.28 | 136.93 | 113% |
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