HDAVX
Price
$20.69
Change
-$0.27 (-1.29%)
Updated
Jul 13 closing price
Net Assets
311.64M
HFQRX
Price
$8.02
Change
-$0.01 (-0.12%)
Updated
Jul 13 closing price
Net Assets
7.55B
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HDAVX vs HFQRX

HDAVX vs HFQRX Comparison Chart in %
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HDAVX vs. HFQRX commentary
Jul 14, 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 HDAVX is a Buy and HFQRX is a Hold.

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FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.55B vs. HDAVX (312M). HFQRX pays higher dividends than HDAVX: HFQRX (6.36) vs HDAVX (1.72). HDAVX was incepted earlier than HFQRX: HDAVX (14 years) vs HFQRX (11 years). HDAVX (1.30) is less costly to investors than HFQRX (0.69). HFQRX is a more actively managed with annual turnover of: 175.00 vs. HDAVX (50.00). HDAVX has a lower initial minimum investment than HFQRX: HDAVX (2500) vs HFQRX (1000000). HFQRX annual gain was more profitable for investors over the last year : 24.21 vs. HDAVX (16.63). HFQRX return over 5 years is better than : 70.87 vs. HDAVX (59.04).
HDAVXHFQRXHDAVX / HFQRX
Total Expense Ratio1.100.69159%
Annual Report Gross Expense Ratio1.300.69188%
Fund Existence14 years11 years-
Gain YTD15.27413.699111%
Front Load6%N/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets312M7.55B4%
Annual Yield % from dividends1.726.3627%
Returns for 1 year16.6324.2169%
Returns for 3 years53.4864.5483%
Returns for 5 years59.0470.8783%
Returns for 10 years124.47129.3996%
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