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HFQRX vs LIRTX
HFQRX vs LIRTX Comparison
Open Charts HFQRX vs LIRTX
HFQRX vs LIRTX Comparison Chart in %
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HFQRX vs. LIRTX commentary
Jun 15, 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 LIRTX is a Buy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.63B vs. LIRTX (533M). HFQRX pays higher dividends than LIRTX: HFQRX (6.34) vs LIRTX (2.72). HFQRX was incepted earlier than LIRTX: HFQRX (11 years) vs LIRTX (11 years). LIRTX (0.73) is less costly to investors than HFQRX (0.69). HFQRX is a more actively managed with annual turnover of: 175.00 vs. LIRTX (66.00). LIRTX has a lower initial minimum investment than HFQRX: LIRTX (0) vs HFQRX (1000000). LIRTX (26.15) and HFQRX (25.65) have marching annual gain over last year. HFQRX return over 5 years is better than : 67.18 vs. LIRTX (56.71).
| HFQRX | LIRTX | HFQRX / LIRTX | |
| Total Expense Ratio | 0.69 | 0.73 | 95% |
| Annual Report Gross Expense Ratio | 0.69 | 0.73 | 95% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 13.557 | 11.224 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.63B | 533M | 1,432% |
| Annual Yield % from dividends | 6.34 | 2.72 | 233% |
| Returns for 1 year | 25.65 | 26.15 | 98% |
| Returns for 3 years | 67.60 | 76.16 | 89% |
| Returns for 5 years | 67.18 | 56.71 | 118% |
| Returns for 10 years | 133.67 | 126.54 | 106% |
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