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HFQRX vs LIRVX
HFQRX vs LIRVX Comparison
Open Charts HFQRX vs LIRVX
HFQRX vs LIRVX Comparison Chart in %
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HFQRX vs. LIRVX commentary
Jul 14, 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 LIRVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.55B vs. LIRVX (541M). HFQRX pays higher dividends than LIRVX: HFQRX (6.36) vs LIRVX (2.52). HFQRX was incepted earlier than LIRVX: HFQRX (11 years) vs LIRVX (11 years). HFQRX (0.69) and LIRVX (0.66) have similar cost to investors . HFQRX is a more actively managed with annual turnover of: 175.00 vs. LIRVX (66.00). LIRVX has a lower initial minimum investment than HFQRX: LIRVX (0) vs HFQRX (1000000). LIRVX annual gain was more profitable for investors over the last year : 29.34 vs. HFQRX (24.21). HFQRX (70.87) and LIRVX (67.44) have equivalent 5 years return.
| HFQRX | LIRVX | HFQRX / LIRVX | |
| Total Expense Ratio | 0.69 | 0.66 | 105% |
| Annual Report Gross Expense Ratio | 0.69 | 0.66 | 105% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 13.699 | 13.759 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.55B | 541M | 1,396% |
| Annual Yield % from dividends | 6.36 | 2.52 | 253% |
| Returns for 1 year | 24.21 | 29.34 | 83% |
| Returns for 3 years | 64.54 | 75.84 | 85% |
| Returns for 5 years | 70.87 | 67.44 | 105% |
| Returns for 10 years | 129.39 | 120.55 | 107% |
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