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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
Sep 13, 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 Hold.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.98B vs. IVFCX (794M). HFQRX pays higher dividends than IVFCX: HFQRX (6.08) vs IVFCX (2.67). 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 : 24.33 vs. IVFCX (13.67). HFQRX return over 5 years is better than : 80.34 vs. IVFCX (51.64).
| 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 | 18.094 | 8.473 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1500 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.98B | 794M | 1,005% |
| Annual Yield % from dividends | 6.08 | 2.67 | 228% |
| Returns for 1 year | 24.33 | 13.67 | 178% |
| Returns for 3 years | 75.20 | 48.48 | 155% |
| Returns for 5 years | 80.34 | 51.64 | 156% |
| Returns for 10 years | 136.93 | 69.50 | 197% |
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