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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
Aug 23, 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 StrongBuy and LIRSX is a Hold.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.92B vs. LIRSX (558M). HFQRX pays higher dividends than LIRSX: HFQRX (6.16) vs LIRSX (1.98). 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 : 28.23 vs. HFQRX (26.01). HFQRX return over 5 years is better than : 79.15 vs. LIRSX (73.46).
| 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 | 18.519 | 18.021 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.92B | 558M | 1,420% |
| Annual Yield % from dividends | 6.16 | 1.98 | 311% |
| Returns for 1 year | 26.01 | 28.23 | 92% |
| Returns for 3 years | 78.22 | 86.72 | 90% |
| Returns for 5 years | 79.15 | 73.46 | 108% |
| Returns for 10 years | 131.68 | 117.30 | 112% |
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