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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
Aug 03, 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 JDVIX is a Buy.
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 (2.04). 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 : 29.61 vs. JDVIX (21.21). HFQRX return over 5 years is better than : 78.55 vs. JDVIX (44.68).
| 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 | 17.952 | 13.609 | 132% |
| 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 | 2.04 | 312% |
| Returns for 1 year | 29.61 | 21.21 | 140% |
| Returns for 3 years | 70.42 | 33.40 | 211% |
| Returns for 5 years | 78.55 | 44.68 | 176% |
| Returns for 10 years | 135.67 | 87.18 | 156% |
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