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HFQRX vs JDVIX
HFQRX vs JDVIX Comparison
Open Charts HFQRX vs JDVIX
HFQRX vs JDVIX Comparison Chart in %
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HFQRX vs. JDVIX 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 JDVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.55B vs. JDVIX (6.79B). HFQRX pays higher dividends than JDVIX: HFQRX (6.36) vs JDVIX (2.10). HFQRX was incepted earlier than JDVIX: HFQRX (11 years) vs JDVIX (12 years). JDVIX (0.85) is less costly to investors than HFQRX (0.69). HFQRX is a more actively managed with annual turnover of: 175.00 vs. JDVIX (81.00). JDVIX has a lower initial minimum investment than HFQRX: JDVIX (250000) vs HFQRX (1000000). HFQRX annual gain was more profitable for investors over the last year : 24.21 vs. JDVIX (18.33). HFQRX return over 5 years is better than : 70.87 vs. JDVIX (42.52).
| HFQRX | JDVIX | HFQRX / JDVIX | |
| Total Expense Ratio | 0.69 | 0.84 | 82% |
| Annual Report Gross Expense Ratio | 0.69 | 0.85 | 81% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 13.699 | 12.230 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.55B | 6.79B | 111% |
| Annual Yield % from dividends | 6.36 | 2.10 | 304% |
| Returns for 1 year | 24.21 | 18.33 | 132% |
| Returns for 3 years | 64.54 | 32.65 | 198% |
| Returns for 5 years | 70.87 | 42.52 | 167% |
| Returns for 10 years | 129.39 | 88.61 | 146% |
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