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HFQRX vs LIDAX
HFQRX vs LIDAX Comparison
Open Charts HFQRX vs LIDAX
HFQRX vs LIDAX Comparison Chart in %
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HFQRX vs. LIDAX commentary
Jul 06, 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 LIDAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.63B vs. LIDAX (540M). HFQRX pays higher dividends than LIDAX: HFQRX (6.36) vs LIDAX (2.32). HFQRX was incepted earlier than LIDAX: HFQRX (11 years) vs LIDAX (18 years). LIDAX (0.98) is less costly to investors than HFQRX (0.69). HFQRX is a more actively managed with annual turnover of: 175.00 vs. LIDAX (66.00). LIDAX has a lower initial minimum investment than HFQRX: LIDAX (1500) vs HFQRX (1000000). LIDAX annual gain was more profitable for investors over the last year : 27.79 vs. HFQRX (24.73). HFQRX return over 5 years is better than : 71.83 vs. LIDAX (63.28).
| HFQRX | LIDAX | HFQRX / LIDAX | |
| Total Expense Ratio | 0.69 | 0.98 | 70% |
| Annual Report Gross Expense Ratio | 0.69 | 0.98 | 70% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 13.841 | 13.309 | 104% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1500 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.63B | 540M | 1,414% |
| Annual Yield % from dividends | 6.36 | 2.32 | 274% |
| Returns for 1 year | 24.73 | 27.79 | 89% |
| Returns for 3 years | 66.11 | 75.85 | 87% |
| Returns for 5 years | 71.83 | 63.28 | 114% |
| Returns for 10 years | 132.59 | 118.28 | 112% |
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