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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
Jun 24, 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 Buy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.63B vs. LIRSX (538M). HFQRX pays higher dividends than LIRSX: HFQRX (6.34) vs LIRSX (2.25). 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 : 31.02 vs. HFQRX (28.03). HFQRX return over 5 years is better than : 71.66 vs. LIRSX (62.41).
| 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 | 13.557 | 12.442 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.63B | 538M | 1,419% |
| Annual Yield % from dividends | 6.34 | 2.25 | 282% |
| Returns for 1 year | 28.03 | 31.02 | 90% |
| Returns for 3 years | 68.69 | 78.86 | 87% |
| Returns for 5 years | 71.66 | 62.41 | 115% |
| Returns for 10 years | 137.03 | 127.73 | 107% |
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