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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
Aug 03, 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: 7.55B vs. HFYYX (3.69B). HFQRX pays higher dividends than HFYYX: HFQRX (6.36) vs HFYYX (2.65). 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 : 34.09 vs. HFQRX (29.61). HFYYX (81.43) and HFQRX (78.55) 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 | 17.952 | 19.239 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.55B | 3.69B | 205% |
| Annual Yield % from dividends | 6.36 | 2.65 | 240% |
| Returns for 1 year | 29.61 | 34.09 | 87% |
| Returns for 3 years | 70.42 | 82.70 | 85% |
| Returns for 5 years | 78.55 | 81.43 | 96% |
| Returns for 10 years | 135.67 | N/A | - |
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