Interact to see
Advertisement
Advertisement
HFQRX vs HFYSX
HFQRX vs HFYSX Comparison
Open Charts HFQRX vs HFYSX
HFQRX vs HFYSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HFQRX vs. HFYSX commentary
Sep 12, 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 HFYSX is a Buy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.98B vs. HFYSX (3.87B). HFQRX pays higher dividends than HFYSX: HFQRX (6.08) vs HFYSX (2.35). 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 : 26.31 vs. HFQRX (24.33). HFYSX (81.63) and HFQRX (80.34) 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 | 18.094 | 21.643 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.98B | 3.87B | 206% |
| Annual Yield % from dividends | 6.08 | 2.35 | 258% |
| Returns for 1 year | 24.33 | 26.31 | 93% |
| Returns for 3 years | 75.20 | 90.26 | 83% |
| Returns for 5 years | 80.34 | 81.63 | 98% |
| Returns for 10 years | 136.93 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement