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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
Jun 04, 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 Buy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.57B vs. IVFAX (826M). HFQRX pays higher dividends than IVFAX: HFQRX (6.34) vs IVFAX (3.59). 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 : 27.09 vs. IVFAX (14.62). HFQRX return over 5 years is better than : 67.34 vs. IVFAX (52.90).
| 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 | 12.726 | 5.707 | 223% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1500 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.57B | 826M | 916% |
| Annual Yield % from dividends | 6.34 | 3.59 | 176% |
| Returns for 1 year | 27.09 | 14.62 | 185% |
| Returns for 3 years | 67.73 | 47.20 | 143% |
| Returns for 5 years | 67.34 | 52.90 | 127% |
| Returns for 10 years | 119.80 | 73.89 | 162% |
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