Interact to see
Advertisement
Advertisement
EPIVX vs HFQRX
EPIVX vs HFQRX Comparison
Open Charts EPIVX vs HFQRX
EPIVX vs HFQRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EPIVX vs. HFQRX commentary
Jun 04, 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 StrongBuy and HFQRX is a Buy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.57B vs. EPIVX (204M). HFQRX pays higher dividends than EPIVX: HFQRX (6.34) vs EPIVX (1.08). 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 : 27.09 vs. EPIVX (18.31). HFQRX return over 5 years is better than : 67.34 vs. EPIVX (54.98).
| 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 | 2.388 | 12.726 | 19% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204M | 7.57B | 3% |
| Annual Yield % from dividends | 1.08 | 6.34 | 17% |
| Returns for 1 year | 18.31 | 27.09 | 68% |
| Returns for 3 years | 54.48 | 67.73 | 80% |
| Returns for 5 years | 54.98 | 67.34 | 82% |
| Returns for 10 years | 124.97 | 119.80 | 104% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement