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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 03, 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: 7.55B vs. LIRSX (553M). HFQRX pays higher dividends than LIRSX: HFQRX (6.36) 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 : 33.84 vs. HFQRX (29.61). HFQRX return over 5 years is better than : 78.55 vs. LIRSX (69.91).
| 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 | 17.952 | 16.476 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.55B | 553M | 1,366% |
| Annual Yield % from dividends | 6.36 | 1.98 | 322% |
| Returns for 1 year | 29.61 | 33.84 | 88% |
| Returns for 3 years | 70.42 | 76.15 | 92% |
| Returns for 5 years | 78.55 | 69.91 | 112% |
| Returns for 10 years | 135.67 | 120.51 | 113% |
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