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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
Aug 23, 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 StrongBuy and IVFCX is a Buy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.92B vs. IVFCX (819M). HFQRX pays higher dividends than IVFCX: HFQRX (6.16) 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 : 26.01 vs. IVFCX (16.14). HFQRX return over 5 years is better than : 79.15 vs. IVFCX (53.47).
| 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 | 18.519 | 11.259 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1500 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.92B | 819M | 968% |
| Annual Yield % from dividends | 6.16 | 2.59 | 238% |
| Returns for 1 year | 26.01 | 16.14 | 161% |
| Returns for 3 years | 78.22 | 54.46 | 144% |
| Returns for 5 years | 79.15 | 53.47 | 148% |
| Returns for 10 years | 131.68 | 68.64 | 192% |
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