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EPVIX vs HFQRX
EPVIX vs HFQRX Comparison
Open Charts EPVIX vs HFQRX
EPVIX vs HFQRX Comparison Chart in %
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EPVIX vs. HFQRX commentary
Jul 24, 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: 7.55B vs. EPVIX (193M). HFQRX pays higher dividends than EPVIX: HFQRX (6.36) vs EPVIX (1.12). 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 : 23.13 vs. EPVIX (8.76). HFQRX return over 5 years is better than : 73.83 vs. EPVIX (61.22).
| 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 | -2.092 | 14.833 | -14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 193M | 7.55B | 3% |
| Annual Yield % from dividends | 1.12 | 6.36 | 18% |
| Returns for 1 year | 8.76 | 23.13 | 38% |
| Returns for 3 years | 43.39 | 65.11 | 67% |
| Returns for 5 years | 61.22 | 73.83 | 83% |
| Returns for 10 years | 107.03 | 130.39 | 82% |
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