HFQRX | IVFAX | HFQRX / IVFAX | |
Total Expense Ratio | 0.70 | 1.11 | 63% |
Annual Report Gross Expense Ratio | 0.70 | 1.27 | 55% |
Fund Existence | 9 years | 17 years | - |
Gain YTD | 11.497 | 16.788 | 68% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 1000000 | 1500 | 66,667% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 5.96B | 765M | 779% |
Annual Yield % from dividends | 7.74 | 3.49 | 222% |
Returns for 1 year | 13.59 | 16.79 | 81% |
Returns for 3 years | 32.51 | 29.44 | 110% |
Returns for 5 years | 75.75 | 67.10 | 113% |
Returns for 10 years | N/A | 39.72 | - |