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HFQRX vs HFYCX
HFQRX vs HFYCX Comparison
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HFQRX vs HFYCX Comparison Chart in %
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HFQRX vs. HFYCX commentary
Aug 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 HFQRX is a Buy and HFYCX is a Buy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.92B vs. HFYCX (3.8B). HFQRX pays higher dividends than HFYCX: HFQRX (6.16) vs HFYCX (1.75). HFQRX was incepted earlier than HFYCX: HFQRX (11 years) vs HFYCX (10 years). HFYCX (1.87) is less costly to investors than HFQRX (0.69). HFQRX is a more actively managed with annual turnover of: 175.00 vs. HFYCX (120.00). HFYCX has a lower initial minimum investment than HFQRX: HFYCX (2000) vs HFQRX (1000000). HFYCX (27.90) and HFQRX (26.75) have marching annual gain over last year. HFQRX (75.12) and HFYCX (72.64) have equivalent 5 years return.
| HFQRX | HFYCX | HFQRX / HFYCX | |
| Total Expense Ratio | 0.69 | 1.87 | 37% |
| Annual Report Gross Expense Ratio | 0.69 | 1.87 | 37% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 18.377 | 19.784 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.92B | 3.8B | 208% |
| Annual Yield % from dividends | 6.16 | 1.75 | 352% |
| Returns for 1 year | 26.75 | 27.90 | 96% |
| Returns for 3 years | 73.58 | 83.23 | 88% |
| Returns for 5 years | 75.12 | 72.64 | 103% |
| Returns for 10 years | 132.66 | N/A | - |