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EPIVX vs HFQRX
EPIVX vs HFQRX Comparison
Open Charts EPIVX vs HFQRX
EPIVX vs HFQRX Comparison Chart in %
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EPIVX vs. HFQRX commentary
Jul 09, 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 Buy and HFQRX is a Hold.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.55B vs. EPIVX (194M). HFQRX pays higher dividends than EPIVX: HFQRX (6.36) vs EPIVX (0.90). 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 : 25.14 vs. EPIVX (11.90). HFQRX return over 5 years is better than : 70.66 vs. EPIVX (55.29).
| 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 | -2.371 | 13.557 | -17% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194M | 7.55B | 3% |
| Annual Yield % from dividends | 0.90 | 6.36 | 14% |
| Returns for 1 year | 11.90 | 25.14 | 47% |
| Returns for 3 years | 47.48 | 69.89 | 68% |
| Returns for 5 years | 55.29 | 70.66 | 78% |
| Returns for 10 years | 98.64 | 135.34 | 73% |
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