HFMSX
Price
$28.13
Change
-$0.48 (-1.68%)
Updated
Jul 13 closing price
Net Assets
3.49B
TRQZX
Price
$102.06
Change
-$0.39 (-0.38%)
Updated
Jul 13 closing price
Net Assets
22.63B
Interact to see
Advertisement

HFMSX vs TRQZX

HFMSX vs TRQZX Comparison Chart in %
View a ticker or compare two or three
VS
HFMSX vs. TRQZX 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 HFMSX is a Buy and TRQZX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
TRQZX has more cash in the bank: 22.6B vs. HFMSX (3.49B). TRQZX pays higher dividends than HFMSX: TRQZX (0.71) vs HFMSX (0.00). HFMSX was incepted earlier than TRQZX: HFMSX (17 years) vs TRQZX (6 years). HFMSX (1.17) is less costly to investors than TRQZX (0.61). HFMSX is a more actively managed with annual turnover of: 81.00 vs. TRQZX (31.50). HFMSX (0) and TRQZX (0) have matching initial minimum investment requirements. TRQZX annual gain was more profitable for investors over the last year : 0.41 vs. HFMSX (-12.69). TRQZX return over 5 years is better than : -15.50 vs. HFMSX (-34.44).
HFMSXTRQZXHFMSX / TRQZX
Total Expense Ratio1.170.00-
Annual Report Gross Expense Ratio1.170.61192%
Fund Existence17 years6 years-
Gain YTD7.7184.201184%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets3.49B22.6B15%
Annual Yield % from dividends0.000.71-
Returns for 1 year-12.690.41-3,072%
Returns for 3 years-8.681.72-505%
Returns for 5 years-34.44-15.50222%
Returns for 10 years1.29N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PAGEX18.47N/A
N/A
T. Rowe Price Global Real Estate Adv
EAEAX42.78N/A
N/A
Eaton Vance Tax-Managed Eq Aset Allc A
NBGUX31.38N/A
N/A
Neuberger Large Cap Growth Adv
VMVLX324.42N/A
N/A
Vanguard Mega Cap Value Index Instl
RPFCX74.43N/A
N/A
Davis Balanced Fund A