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HFQRX vs LIRSX
HFQRX vs LIRSX Comparison
Open Charts HFQRX vs LIRSX
HFQRX vs LIRSX Comparison Chart in %
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HFQRX vs. LIRSX commentary
Jul 14, 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 LIRSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.55B vs. LIRSX (541M). HFQRX pays higher dividends than LIRSX: HFQRX (6.36) vs LIRSX (2.06). HFQRX was incepted earlier than LIRSX: HFQRX (11 years) vs LIRSX (11 years). LIRSX (0.98) is less costly to investors than HFQRX (0.69). HFQRX is a more actively managed with annual turnover of: 175.00 vs. LIRSX (66.00). LIRSX has a lower initial minimum investment than HFQRX: LIRSX (0) vs HFQRX (1000000). LIRSX annual gain was more profitable for investors over the last year : 28.83 vs. HFQRX (24.21). HFQRX return over 5 years is better than : 70.87 vs. LIRSX (65.06).
| HFQRX | LIRSX | HFQRX / LIRSX | |
| Total Expense Ratio | 0.69 | 0.98 | 70% |
| Annual Report Gross Expense Ratio | 0.69 | 0.98 | 70% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 13.699 | 13.579 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.55B | 541M | 1,396% |
| Annual Yield % from dividends | 6.36 | 2.06 | 310% |
| Returns for 1 year | 24.21 | 28.83 | 84% |
| Returns for 3 years | 64.54 | 73.86 | 87% |
| Returns for 5 years | 70.87 | 65.06 | 109% |
| Returns for 10 years | 129.39 | 114.71 | 113% |
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