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EPVIX vs HFQRX
EPVIX vs HFQRX Comparison
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EPVIX vs HFQRX Comparison Chart in %
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EPVIX 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 EPVIX is a Hold and HFQRX is a Buy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.98B vs. EPVIX (212M). HFQRX pays higher dividends than EPVIX: HFQRX (6.08) vs EPVIX (0.98). EPVIX was incepted earlier than HFQRX: EPVIX (13 years) vs HFQRX (11 years). EPVIX (1.46) is less costly to investors than HFQRX (0.69). HFQRX is a more actively managed with annual turnover of: 175.00 vs. EPVIX (31.00). EPVIX has a lower initial minimum investment than HFQRX: EPVIX (5000) vs HFQRX (1000000). HFQRX annual gain was more profitable for investors over the last year : 24.33 vs. EPVIX (11.34). HFQRX (80.34) and EPVIX (79.31) have equivalent 5 years return.
| EPVIX | HFQRX | EPVIX / HFQRX | |
| Total Expense Ratio | 1.46 | 0.69 | 212% |
| Annual Report Gross Expense Ratio | 1.46 | 0.69 | 212% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 8.311 | 18.094 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 7.98B | 3% |
| Annual Yield % from dividends | 0.98 | 6.08 | 16% |
| Returns for 1 year | 11.34 | 24.33 | 47% |
| Returns for 3 years | 63.82 | 75.20 | 85% |
| Returns for 5 years | 79.31 | 80.34 | 99% |
| Returns for 10 years | 138.73 | 136.93 | 101% |
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