Interact to see
Advertisement
Advertisement
HFQRX vs HFYRX
HFQRX vs HFYRX Comparison
Open Charts HFQRX vs HFYRX
HFQRX vs HFYRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HFQRX vs. HFYRX commentary
Jul 04, 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 HFYRX is a Hold.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.63B vs. HFYRX (3.57B). HFQRX pays higher dividends than HFYRX: HFQRX (6.36) vs HFYRX (2.24). HFQRX was incepted earlier than HFYRX: HFQRX (11 years) vs HFYRX (10 years). HFYRX (1.46) is less costly to investors than HFQRX (0.69). HFQRX is a more actively managed with annual turnover of: 175.00 vs. HFYRX (120.00). HFYRX has a lower initial minimum investment than HFQRX: HFYRX (0) vs HFQRX (1000000). HFYRX annual gain was more profitable for investors over the last year : 29.95 vs. HFQRX (24.73). HFQRX (71.83) and HFYRX (69.19) have equivalent 5 years return.
| HFQRX | HFYRX | HFQRX / HFYRX | |
| Total Expense Ratio | 0.69 | 1.46 | 47% |
| Annual Report Gross Expense Ratio | 0.69 | 1.46 | 47% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 13.841 | 16.040 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.63B | 3.57B | 214% |
| Annual Yield % from dividends | 6.36 | 2.24 | 285% |
| Returns for 1 year | 24.73 | 29.95 | 83% |
| Returns for 3 years | 66.11 | 80.32 | 82% |
| Returns for 5 years | 71.83 | 69.19 | 104% |
| Returns for 10 years | 132.59 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement