HFQRX
Price
$8.43
Change
+$0.06 (+0.72%)
Updated
Sep 3 closing price
Net Assets
7.98B
LIDFX
Price
$12.38
Change
-$0.03 (-0.24%)
Updated
Sep 4 closing price
Net Assets
560.84M
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HFQRX vs LIDFX

HFQRX vs LIDFX Comparison Chart in %
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A.I.Advisor
published Highlights

Market Cap

The average market capitalization across the group is 4.27B. The market cap for tickers in the group ranges from 560.84M to 7.98B. HFQRX holds the highest valuation in this group at 7.98B. The lowest valued company is LIDFX at 560.84M.

High and low price notable news

The average weekly price growth across all stocks in the group was 1%. For the same group, the average monthly price growth was 1%, and the average quarterly price growth was 14%. LIDFX experienced the highest price growth at 1%, while HFQRX experienced the biggest fall at 0%.

Volume

The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating:
P/E Growth Rating:
Price Growth Rating:
SMR Rating:
Profit Risk Rating:
Seasonality Score: (-100 ... +100)
VS
HFQRX vs. LIDFX commentary
Sep 05, 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 LIDFX is a Buy.

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FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.98B vs. LIDFX (561M). HFQRX pays higher dividends than LIDFX: HFQRX (6.08) vs LIDFX (2.33). HFQRX was incepted earlier than LIDFX: HFQRX (11 years) vs LIDFX (18 years). LIDFX (0.83) is less costly to investors than HFQRX (0.69). HFQRX is a more actively managed with annual turnover of: 175.00 vs. LIDFX (66.00). LIDFX has a lower initial minimum investment than HFQRX: LIDFX (0) vs HFQRX (1000000). LIDFX annual gain was more profitable for investors over the last year : 30.91 vs. HFQRX (28.15). HFQRX return over 5 years is better than : 78.32 vs. LIDFX (70.18).
HFQRXLIDFXHFQRX / LIDFX
Total Expense Ratio0.690.8383%
Annual Report Gross Expense Ratio0.690.8383%
Fund Existence11 years18 years-
Gain YTD19.51118.818104%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.98B561M1,423%
Annual Yield % from dividends6.082.33261%
Returns for 1 year28.1530.9191%
Returns for 3 years77.9085.9391%
Returns for 5 years78.3270.18112%
Returns for 10 years130.81119.11110%
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