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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
Aug 24, 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 LIRVX is a Hold.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.92B vs. LIRVX (558M). HFQRX pays higher dividends than LIRVX: HFQRX (6.16) vs LIRVX (2.43). 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 : 28.62 vs. HFQRX (26.01). HFQRX (79.15) and LIRVX (75.86) 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 | 18.519 | 18.153 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.92B | 558M | 1,420% |
| Annual Yield % from dividends | 6.16 | 2.43 | 254% |
| Returns for 1 year | 26.01 | 28.62 | 91% |
| Returns for 3 years | 78.22 | 88.43 | 88% |
| Returns for 5 years | 79.15 | 75.86 | 104% |
| Returns for 10 years | 131.68 | 123.13 | 107% |
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