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HFQRX vs HFYSX
HFQRX vs HFYSX Comparison
Open Charts HFQRX vs HFYSX
HFQRX vs HFYSX Comparison Chart in %
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HFQRX vs. HFYSX 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 HFQRX is a Hold and HFYSX is a Buy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.55B vs. HFYSX (3.62B). HFQRX pays higher dividends than HFYSX: HFQRX (6.36) vs HFYSX (2.45). HFQRX was incepted earlier than HFYSX: HFQRX (11 years) vs HFYSX (10 years). HFYSX (1.16) is less costly to investors than HFQRX (0.69). HFQRX is a more actively managed with annual turnover of: 175.00 vs. HFYSX (120.00). HFYSX has a lower initial minimum investment than HFQRX: HFYSX (0) vs HFQRX (1000000). HFYSX annual gain was more profitable for investors over the last year : 31.61 vs. HFQRX (24.21). HFYSX (74.28) and HFQRX (70.87) have equivalent 5 years return.
| HFQRX | HFYSX | HFQRX / HFYSX | |
| Total Expense Ratio | 0.69 | 1.16 | 59% |
| Annual Report Gross Expense Ratio | 0.69 | 1.16 | 59% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 13.699 | 17.389 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.55B | 3.62B | 209% |
| Annual Yield % from dividends | 6.36 | 2.45 | 260% |
| Returns for 1 year | 24.21 | 31.61 | 77% |
| Returns for 3 years | 64.54 | 80.12 | 81% |
| Returns for 5 years | 70.87 | 74.28 | 95% |
| Returns for 10 years | 129.39 | N/A | - |
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