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HFQRX vs IVFCX
HFQRX vs IVFCX Comparison
Open Charts HFQRX vs IVFCX
HFQRX vs IVFCX Comparison Chart in %
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HFQRX vs. IVFCX commentary
Jul 14, 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 IVFCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.55B vs. IVFCX (811M). HFQRX pays higher dividends than IVFCX: HFQRX (6.36) vs IVFCX (2.72). 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 : 24.21 vs. IVFCX (16.87). HFQRX return over 5 years is better than : 70.87 vs. IVFCX (52.63).
| 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 | 13.699 | 8.410 | 163% |
| 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 | 811M | 931% |
| Annual Yield % from dividends | 6.36 | 2.72 | 234% |
| Returns for 1 year | 24.21 | 16.87 | 144% |
| Returns for 3 years | 64.54 | 44.41 | 145% |
| Returns for 5 years | 70.87 | 52.63 | 135% |
| Returns for 10 years | 129.39 | 65.66 | 197% |
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