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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
Jul 06, 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 Hold and LIRTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.63B vs. LIRTX (540M). HFQRX pays higher dividends than LIRTX: HFQRX (6.36) vs LIRTX (2.54). 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 : 28.06 vs. HFQRX (24.73). HFQRX return over 5 years is better than : 71.83 vs. LIRTX (64.84).
| 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 | 13.841 | 13.371 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.63B | 540M | 1,414% |
| Annual Yield % from dividends | 6.36 | 2.54 | 251% |
| Returns for 1 year | 24.73 | 28.06 | 88% |
| Returns for 3 years | 66.11 | 77.25 | 86% |
| Returns for 5 years | 71.83 | 64.84 | 111% |
| Returns for 10 years | 132.59 | 122.43 | 108% |
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