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HFEIX vs TRZPX
HFEIX vs TRZPX Comparison
Open Charts HFEIX vs TRZPX
HFEIX vs TRZPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRZPX has more cash in the bank: 875M vs. HFEIX (721M). TRZPX pays higher dividends than HFEIX: TRZPX (2.69) vs HFEIX (1.27). HFEIX was incepted earlier than TRZPX: HFEIX (17 years) vs TRZPX (5 years). HFEIX (1.20) is less costly to investors than TRZPX (0.84). HFEIX is a more actively managed with annual turnover of: 159.00 vs. TRZPX (52.80). TRZPX has a lower initial minimum investment than HFEIX: TRZPX (0) vs HFEIX (2500). HFEIX annual gain was more profitable for investors over the last year : 22.35 vs. TRZPX (3.61). HFEIX return over 5 years is better than : 60.28 vs. TRZPX (9.38).
| HFEIX | TRZPX | HFEIX / TRZPX | |
| Total Expense Ratio | 1.06 | 0.00 | - |
| Annual Report Gross Expense Ratio | 1.20 | 0.84 | 143% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 6.778 | 6.006 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 721M | 875M | 82% |
| Annual Yield % from dividends | 1.27 | 2.69 | 47% |
| Returns for 1 year | 22.35 | 3.61 | 620% |
| Returns for 3 years | 67.31 | 22.60 | 298% |
| Returns for 5 years | 60.28 | 9.38 | 643% |
| Returns for 10 years | 156.41 | N/A | - |
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