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EPIVX vs HFQRX
EPIVX vs HFQRX Comparison
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EPIVX vs HFQRX Comparison Chart in %
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EPIVX vs. HFQRX commentary
Aug 21, 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 EPIVX is a Hold and HFQRX is a Hold.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.92B vs. EPIVX (215M). HFQRX pays higher dividends than EPIVX: HFQRX (6.16) vs EPIVX (0.86). EPIVX was incepted earlier than HFQRX: EPIVX (16 years) vs HFQRX (11 years). EPIVX (1.71) is less costly to investors than HFQRX (0.69). HFQRX is a more actively managed with annual turnover of: 175.00 vs. EPIVX (31.00). EPIVX has a lower initial minimum investment than HFQRX: EPIVX (2500) vs HFQRX (1000000). HFQRX annual gain was more profitable for investors over the last year : 26.37 vs. EPIVX (19.25). HFQRX (79.15) and EPIVX (79.05) have equivalent 5 years return.
| EPIVX | HFQRX | EPIVX / HFQRX | |
| Total Expense Ratio | 1.71 | 0.69 | 248% |
| Annual Report Gross Expense Ratio | 1.71 | 0.69 | 248% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 9.270 | 18.519 | 50% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 215M | 7.92B | 3% |
| Annual Yield % from dividends | 0.86 | 6.16 | 14% |
| Returns for 1 year | 19.25 | 26.37 | 73% |
| Returns for 3 years | 66.62 | 78.22 | 85% |
| Returns for 5 years | 79.05 | 79.15 | 100% |
| Returns for 10 years | 118.76 | 133.57 | 89% |
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