Interact to see
Advertisement
Advertisement
HFQRX vs LIRSX
HFQRX vs LIRSX Comparison
Open Charts HFQRX vs LIRSX
HFQRX vs LIRSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HFQRX vs. LIRSX commentary
Sep 12, 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 LIRSX is a Buy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.98B vs. LIRSX (548M). HFQRX pays higher dividends than LIRSX: HFQRX (6.08) vs LIRSX (1.97). 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 (25.46) and HFQRX (24.33) have marching annual gain over last year. HFQRX return over 5 years is better than : 80.34 vs. LIRSX (68.64).
| 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 | 18.094 | 16.186 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.98B | 548M | 1,456% |
| Annual Yield % from dividends | 6.08 | 1.97 | 310% |
| Returns for 1 year | 24.33 | 25.46 | 96% |
| Returns for 3 years | 75.20 | 80.54 | 93% |
| Returns for 5 years | 80.34 | 68.64 | 117% |
| Returns for 10 years | 136.93 | 120.29 | 114% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement