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HFQRX vs HFYFX
HFQRX vs HFYFX Comparison
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HFQRX vs HFYFX Comparison Chart in %
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HFQRX vs. HFYFX commentary
Jul 05, 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 Hold and HFYFX is a Hold.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.63B vs. HFYFX (3.57B). HFQRX pays higher dividends than HFYFX: HFQRX (6.36) vs HFYFX (2.79). HFQRX was incepted earlier than HFYFX: HFQRX (11 years) vs HFYFX (9 years). HFYFX (0.75) is less costly to investors than HFQRX (0.69). HFQRX is a more actively managed with annual turnover of: 175.00 vs. HFYFX (120.00). HFQRX (1000000) and HFYFX (1000000) have matching initial minimum investment requirements. HFYFX annual gain was more profitable for investors over the last year : 30.77 vs. HFQRX (24.73). HFYFX (74.99) and HFQRX (71.83) have equivalent 5 years return.
| HFQRX | HFYFX | HFQRX / HFYFX | |
| Total Expense Ratio | 0.69 | 0.75 | 92% |
| Annual Report Gross Expense Ratio | 0.69 | 0.75 | 92% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 13.841 | 16.440 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.63B | 3.57B | 214% |
| Annual Yield % from dividends | 6.36 | 2.79 | 228% |
| Returns for 1 year | 24.73 | 30.77 | 80% |
| Returns for 3 years | 66.11 | 83.75 | 79% |
| Returns for 5 years | 71.83 | 74.99 | 96% |
| Returns for 10 years | 132.59 | N/A | - |
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