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HFQRX vs IVFCX
HFQRX vs IVFCX Comparison
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HFQRX vs IVFCX Comparison Chart in %
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HFQRX vs. IVFCX commentary
Aug 03, 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 IVFCX is a Buy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.55B vs. IVFCX (832M). HFQRX pays higher dividends than IVFCX: HFQRX (6.36) vs IVFCX (2.59). HFQRX was incepted earlier than IVFCX: HFQRX (11 years) vs IVFCX (18 years). IVFCX (1.99) is less costly to investors than HFQRX (0.69). HFQRX is a more actively managed with annual turnover of: 175.00 vs. IVFCX (32.00). IVFCX has a lower initial minimum investment than HFQRX: IVFCX (1500) vs HFQRX (1000000). HFQRX annual gain was more profitable for investors over the last year : 29.61 vs. IVFCX (22.37). HFQRX return over 5 years is better than : 78.55 vs. IVFCX (55.76).
| HFQRX | IVFCX | HFQRX / IVFCX | |
| Total Expense Ratio | 0.69 | 1.95 | 35% |
| Annual Report Gross Expense Ratio | 0.69 | 1.99 | 35% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 17.952 | 10.810 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1500 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.55B | 832M | 908% |
| Annual Yield % from dividends | 6.36 | 2.59 | 246% |
| Returns for 1 year | 29.61 | 22.37 | 132% |
| Returns for 3 years | 70.42 | 48.34 | 146% |
| Returns for 5 years | 78.55 | 55.76 | 141% |
| Returns for 10 years | 135.67 | 69.32 | 196% |
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