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HFQRX vs IVFAX
HFQRX vs IVFAX Comparison
Open Charts HFQRX vs IVFAX
HFQRX vs IVFAX Comparison Chart in %
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HFQRX vs. IVFAX commentary
Jul 02, 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 Hold and IVFAX is a Hold.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.63B vs. IVFAX (798M). HFQRX pays higher dividends than IVFAX: HFQRX (6.36) vs IVFAX (3.47). 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 : 25.46 vs. IVFAX (15.34). HFQRX return over 5 years is better than : 71.83 vs. IVFAX (56.67).
| 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 | 13.841 | 7.406 | 187% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1500 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.63B | 798M | 957% |
| Annual Yield % from dividends | 6.36 | 3.47 | 184% |
| Returns for 1 year | 25.46 | 15.34 | 166% |
| Returns for 3 years | 67.21 | 47.39 | 142% |
| Returns for 5 years | 71.83 | 56.67 | 127% |
| Returns for 10 years | 132.59 | 75.07 | 177% |
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