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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 04, 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: 7.57B vs. LIRSX (532M). 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). HFQRX (27.09) and LIRSX (26.52) have marching annual gain over last year. HFQRX return over 5 years is better than : 67.34 vs. LIRSX (55.30).
| 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 | 12.726 | 10.819 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.57B | 532M | 1,423% |
| Annual Yield % from dividends | 6.34 | 2.25 | 282% |
| Returns for 1 year | 27.09 | 26.52 | 102% |
| Returns for 3 years | 67.73 | 77.02 | 88% |
| Returns for 5 years | 67.34 | 55.30 | 122% |
| Returns for 10 years | 119.80 | 111.83 | 107% |
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