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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
Jun 10, 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 Hold.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.57B vs. EPVIX (194M). HFQRX pays higher dividends than EPVIX: HFQRX (6.34) vs EPVIX (1.28). 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 : 24.91 vs. EPVIX (12.61). HFQRX return over 5 years is better than : 64.75 vs. EPVIX (48.60).
| 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 | -2.250 | 11.757 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194M | 7.57B | 3% |
| Annual Yield % from dividends | 1.28 | 6.34 | 20% |
| Returns for 1 year | 12.61 | 24.91 | 51% |
| Returns for 3 years | 47.91 | 65.74 | 73% |
| Returns for 5 years | 48.60 | 64.75 | 75% |
| Returns for 10 years | 119.96 | 122.70 | 98% |
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