Interact to see
Advertisement
Advertisement
HFQRX vs LIRTX
HFQRX vs LIRTX Comparison
Open Charts HFQRX vs LIRTX
HFQRX vs LIRTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HFQRX vs. LIRTX commentary
Sep 12, 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 LIRTX is a Buy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.98B vs. LIRTX (548M). HFQRX pays higher dividends than LIRTX: HFQRX (6.08) vs LIRTX (2.43). 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 annual gain was more profitable for investors over the last year : 25.84 vs. HFQRX (24.33). HFQRX return over 5 years is better than : 80.34 vs. LIRTX (70.43).
| 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 | 18.094 | 16.352 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.98B | 548M | 1,456% |
| Annual Yield % from dividends | 6.08 | 2.43 | 251% |
| Returns for 1 year | 24.33 | 25.84 | 94% |
| Returns for 3 years | 75.20 | 81.91 | 92% |
| Returns for 5 years | 80.34 | 70.43 | 114% |
| Returns for 10 years | 136.93 | 124.90 | 110% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement