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HFQRX vs HFYYX
HFQRX vs HFYYX Comparison
Open Charts HFQRX vs HFYYX
HFQRX vs HFYYX Comparison Chart in %
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HFQRX vs. HFYYX 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 HFYYX is a Buy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.98B vs. HFYYX (3.87B). HFQRX pays higher dividends than HFYYX: HFQRX (6.08) vs HFYYX (2.59). HFQRX was incepted earlier than HFYYX: HFQRX (11 years) vs HFYYX (10 years). HFYYX (0.85) is less costly to investors than HFQRX (0.69). HFQRX is a more actively managed with annual turnover of: 175.00 vs. HFYYX (120.00). HFYYX has a lower initial minimum investment than HFQRX: HFYYX (250000) vs HFQRX (1000000). HFYYX annual gain was more profitable for investors over the last year : 26.63 vs. HFQRX (24.33). HFYYX (84.40) and HFQRX (80.34) have equivalent 5 years return.
| HFQRX | HFYYX | HFQRX / HFYYX | |
| Total Expense Ratio | 0.69 | 0.85 | 81% |
| Annual Report Gross Expense Ratio | 0.69 | 0.85 | 81% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 18.094 | 21.776 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.98B | 3.87B | 206% |
| Annual Yield % from dividends | 6.08 | 2.59 | 235% |
| Returns for 1 year | 24.33 | 26.63 | 91% |
| Returns for 3 years | 75.20 | 92.00 | 82% |
| Returns for 5 years | 80.34 | 84.40 | 95% |
| Returns for 10 years | 136.93 | N/A | - |
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