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HFQRX vs IVFIX
HFQRX vs IVFIX Comparison
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HFQRX vs IVFIX Comparison Chart in %
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HFQRX vs. IVFIX commentary
Sep 05, 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 IVFIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.98B vs. IVFIX (811M). HFQRX pays higher dividends than IVFIX: HFQRX (6.08) vs IVFIX (3.64). 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 : 28.15 vs. IVFIX (18.35). HFQRX return over 5 years is better than : 78.32 vs. IVFIX (60.12).
| 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 | 19.511 | 11.344 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.98B | 811M | 984% |
| Annual Yield % from dividends | 6.08 | 3.64 | 167% |
| Returns for 1 year | 28.15 | 18.35 | 153% |
| Returns for 3 years | 77.90 | 58.05 | 134% |
| Returns for 5 years | 78.32 | 60.12 | 130% |
| Returns for 10 years | 130.81 | 81.03 | 161% |
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