HFQRX | IVFAX | HFQRX / IVFAX | |
Total Expense Ratio | 0.70 | 1.11 | 63% |
Annual Report Gross Expense Ratio | 0.70 | 1.27 | 55% |
Fund Existence | 10 years | 17 years | - |
Gain YTD | 22.767 | 25.629 | 89% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 1000000 | 1500 | 66,667% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 6.62B | 783M | 846% |
Annual Yield % from dividends | 7.29 | 3.40 | 215% |
Returns for 1 year | 18.37 | 15.80 | 116% |
Returns for 3 years | 59.51 | 53.85 | 111% |
Returns for 5 years | 75.45 | 65.52 | 115% |
Returns for 10 years | N/A | 62.01 | - |