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HFEAX vs TRZPX
HFEAX vs TRZPX Comparison
Open Charts HFEAX vs TRZPX
HFEAX vs TRZPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRZPX has more cash in the bank: 875M vs. HFEAX (721M). TRZPX pays higher dividends than HFEAX: TRZPX (2.69) vs HFEAX (1.07). HFEAX was incepted earlier than TRZPX: HFEAX (25 years) vs TRZPX (5 years). HFEAX (1.44) is less costly to investors than TRZPX (0.84). HFEAX is a more actively managed with annual turnover of: 159.00 vs. TRZPX (52.80). TRZPX has a lower initial minimum investment than HFEAX: TRZPX (0) vs HFEAX (2500). HFEAX annual gain was more profitable for investors over the last year : 16.51 vs. TRZPX (-0.30). HFEAX return over 5 years is better than : 52.41 vs. TRZPX (7.71).
| HFEAX | TRZPX | HFEAX / TRZPX | |
| Total Expense Ratio | 1.30 | 0.00 | - |
| Annual Report Gross Expense Ratio | 1.44 | 0.84 | 171% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 5.024 | 5.603 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 721M | 875M | 82% |
| Annual Yield % from dividends | 1.07 | 2.69 | 40% |
| Returns for 1 year | 16.51 | -0.30 | -5,480% |
| Returns for 3 years | 60.86 | 20.29 | 300% |
| Returns for 5 years | 52.41 | 7.71 | 680% |
| Returns for 10 years | 138.72 | N/A | - |
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