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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
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 JDVIX is a Buy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.63B vs. JDVIX (6.79B). HFQRX pays higher dividends than JDVIX: HFQRX (6.34) vs JDVIX (2.07). 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 : 28.03 vs. JDVIX (20.34). HFQRX return over 5 years is better than : 71.66 vs. JDVIX (40.75).
| 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 | 13.557 | 11.451 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.63B | 6.79B | 112% |
| Annual Yield % from dividends | 6.34 | 2.07 | 306% |
| Returns for 1 year | 28.03 | 20.34 | 138% |
| Returns for 3 years | 68.69 | 37.51 | 183% |
| Returns for 5 years | 71.66 | 40.75 | 176% |
| Returns for 10 years | 137.03 | 94.42 | 145% |
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