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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
Sep 13, 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: 7.98B vs. LIDAX (548M). HFQRX pays higher dividends than LIDAX: HFQRX (6.08) vs LIDAX (2.22). 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 (25.46) and HFQRX (24.33) have marching annual gain over last year. HFQRX return over 5 years is better than : 80.34 vs. LIDAX (68.70).
| 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 | 18.094 | 16.207 | 112% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1500 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.98B | 548M | 1,456% |
| Annual Yield % from dividends | 6.08 | 2.22 | 274% |
| Returns for 1 year | 24.33 | 25.46 | 96% |
| Returns for 3 years | 75.20 | 80.59 | 93% |
| Returns for 5 years | 80.34 | 68.70 | 117% |
| Returns for 10 years | 136.93 | 120.86 | 113% |
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