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HFQRX vs IVFAX
HFQRX vs IVFAX Comparison
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HFQRX vs IVFAX Comparison Chart in %
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HFQRX vs. IVFAX commentary
Sep 05, 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 IVFAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.98B vs. IVFAX (811M). HFQRX pays higher dividends than IVFAX: HFQRX (6.08) vs IVFAX (3.42). HFQRX was incepted earlier than IVFAX: HFQRX (11 years) vs IVFAX (18 years). IVFAX (1.25) is less costly to investors than HFQRX (0.69). HFQRX is a more actively managed with annual turnover of: 175.00 vs. IVFAX (32.00). IVFAX has a lower initial minimum investment than HFQRX: IVFAX (1500) vs HFQRX (1000000). HFQRX annual gain was more profitable for investors over the last year : 28.15 vs. IVFAX (18.10). HFQRX return over 5 years is better than : 78.32 vs. IVFAX (58.30).
| HFQRX | IVFAX | HFQRX / IVFAX | |
| Total Expense Ratio | 0.69 | 1.11 | 62% |
| Annual Report Gross Expense Ratio | 0.69 | 1.25 | 55% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 19.511 | 11.183 | 174% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1500 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.98B | 811M | 984% |
| Annual Yield % from dividends | 6.08 | 3.42 | 178% |
| Returns for 1 year | 28.15 | 18.10 | 156% |
| Returns for 3 years | 77.90 | 57.03 | 137% |
| Returns for 5 years | 78.32 | 58.30 | 134% |
| Returns for 10 years | 130.81 | 77.25 | 169% |
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