Interact to see
Advertisement
Advertisement
HFQRX vs IVFIX
HFQRX vs IVFIX Comparison
Open Charts HFQRX vs IVFIX
HFQRX vs IVFIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HFQRX vs. IVFIX commentary
Jun 24, 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 IVFIX is a Hold.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.63B vs. IVFIX (824M). HFQRX pays higher dividends than IVFIX: HFQRX (6.34) vs IVFIX (3.82). HFQRX was incepted earlier than IVFIX: HFQRX (11 years) vs IVFIX (18 years). IVFIX (0.99) is less costly to investors than HFQRX (0.69). HFQRX is a more actively managed with annual turnover of: 175.00 vs. IVFIX (32.00). HFQRX (1000000) and IVFIX (1000000) have matching initial minimum investment requirements. HFQRX annual gain was more profitable for investors over the last year : 28.03 vs. IVFIX (16.94). HFQRX return over 5 years is better than : 71.66 vs. IVFIX (55.73).
| HFQRX | IVFIX | HFQRX / IVFIX | |
| Total Expense Ratio | 0.69 | 0.86 | 80% |
| Annual Report Gross Expense Ratio | 0.69 | 0.99 | 70% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 13.557 | 5.968 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.63B | 824M | 926% |
| Annual Yield % from dividends | 6.34 | 3.82 | 166% |
| Returns for 1 year | 28.03 | 16.94 | 165% |
| Returns for 3 years | 68.69 | 48.00 | 143% |
| Returns for 5 years | 71.66 | 55.73 | 129% |
| Returns for 10 years | 137.03 | 86.49 | 158% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers