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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
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.55B vs. IVFIX (811M). HFQRX pays higher dividends than IVFIX: HFQRX (6.36) vs IVFIX (3.70). 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 : 24.21 vs. IVFIX (18.11). HFQRX return over 5 years is better than : 70.87 vs. IVFIX (60.43).
| 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 | 13.699 | 8.856 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.55B | 811M | 931% |
| Annual Yield % from dividends | 6.36 | 3.70 | 172% |
| Returns for 1 year | 24.21 | 18.11 | 134% |
| Returns for 3 years | 64.54 | 48.99 | 132% |
| Returns for 5 years | 70.87 | 60.43 | 117% |
| Returns for 10 years | 129.39 | 79.59 | 163% |
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