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HFQRX vs IVFIX
HFQRX vs IVFIX Comparison
Open Charts HFQRX vs IVFIX
Janus Henderson Global Equity Income N
Price$6.01
Change+$0.21 (+3.62%)
VolumeN/A
Net Assets5.77B
Federated Hermes Intl Strat Val Div IS
Price$3.85
Change+$0.07 (+1.85%)
VolumeN/A
Net Assets664.71M
HFQRX vs IVFIX Comparison Chart
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HFQRX vs. IVFIX commentary
Apr 11, 2025
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 IVFIX is a Hold.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 5.77B vs. IVFIX (665M). HFQRX pays higher dividends than IVFIX: HFQRX (7.88) vs IVFIX (4.01). HFQRX was incepted earlier than IVFIX: HFQRX (9 years) vs IVFIX (17 years). IVFIX (1.01) is less costly to investors than HFQRX (0.70). HFQRX is a more actively managed with annual turnover of: 155.00 vs. IVFIX (39.00). HFQRX (1000000) and IVFIX (1000000) have matching initial minimum investment requirements. IVFIX annual gain was more profitable for investors over the last year : 8.43 vs. HFQRX (0.82). IVFIX (56.12) and HFQRX (55.44) have equivalent 5 years return.
| HFQRX | IVFIX | HFQRX / IVFIX | |
| Total Expense Ratio | 0.70 | 0.86 | 81% |
| Annual Report Gross Expense Ratio | 0.70 | 1.01 | 69% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | -2.608 | 5.329 | -49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.77B | 665M | 868% |
| Annual Yield % from dividends | 7.88 | 4.01 | 196% |
| Returns for 1 year | 0.82 | 8.43 | 10% |
| Returns for 3 years | 7.54 | 9.46 | 80% |
| Returns for 5 years | 55.44 | 56.12 | 99% |
| Returns for 10 years | N/A | 29.74 | - |
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