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 | 21.468 | 23.866 | 90% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 1000000 | 1500 | 66,667% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 6.44B | 782M | 824% |
Annual Yield % from dividends | 7.21 | 3.38 | 213% |
Returns for 1 year | 19.89 | 13.91 | 143% |
Returns for 3 years | 55.40 | 46.76 | 118% |
Returns for 5 years | 71.38 | 62.21 | 115% |
Returns for 10 years | N/A | 63.75 | - |