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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
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 LIDAX is a Buy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.55B vs. LIDAX (553M). HFQRX pays higher dividends than LIDAX: HFQRX (6.36) vs LIDAX (2.24). 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 : 33.69 vs. HFQRX (29.61). HFQRX return over 5 years is better than : 78.55 vs. LIDAX (70.04).
| 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 | 17.952 | 16.400 | 109% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1500 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.55B | 553M | 1,366% |
| Annual Yield % from dividends | 6.36 | 2.24 | 284% |
| Returns for 1 year | 29.61 | 33.69 | 88% |
| Returns for 3 years | 70.42 | 76.07 | 93% |
| Returns for 5 years | 78.55 | 70.04 | 112% |
| Returns for 10 years | 135.67 | 120.89 | 112% |
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