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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
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 IVFCX is a Buy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.57B vs. IVFCX (826M). HFQRX pays higher dividends than IVFCX: HFQRX (6.34) vs IVFCX (2.85). 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 : 27.09 vs. IVFCX (13.88). HFQRX return over 5 years is better than : 67.34 vs. IVFCX (47.07).
| 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 | 12.726 | 5.423 | 235% |
| Front Load | N/A | N/A | - |
| 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 | 2.85 | 222% |
| Returns for 1 year | 27.09 | 13.88 | 195% |
| Returns for 3 years | 67.73 | 43.61 | 155% |
| Returns for 5 years | 67.34 | 47.07 | 143% |
| Returns for 10 years | 119.80 | 62.93 | 190% |
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