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HFQRX vs SAHMX
HFQRX vs SAHMX Comparison
Open Charts HFQRX vs SAHMX
HFQRX vs SAHMX Comparison Chart in %
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HFQRX vs. SAHMX commentary
Jun 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 Hold and SAHMX is a Buy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.63B vs. SAHMX (632M). HFQRX pays higher dividends than SAHMX: HFQRX (6.34) vs SAHMX (2.63). HFQRX was incepted earlier than SAHMX: HFQRX (11 years) vs SAHMX (27 years). SAHMX (0.91) is less costly to investors than HFQRX (0.69). HFQRX is a more actively managed with annual turnover of: 175.00 vs. SAHMX (9.00). SAHMX has a lower initial minimum investment than HFQRX: SAHMX (100000) vs HFQRX (1000000). SAHMX annual gain was more profitable for investors over the last year : 31.03 vs. HFQRX (28.03). SAHMX return over 5 years is better than : 86.15 vs. HFQRX (71.66).
| HFQRX | SAHMX | HFQRX / SAHMX | |
| Total Expense Ratio | 0.69 | 0.91 | 76% |
| Annual Report Gross Expense Ratio | 0.69 | 0.91 | 76% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 13.557 | 11.149 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.63B | 632M | 1,208% |
| Annual Yield % from dividends | 6.34 | 2.63 | 241% |
| Returns for 1 year | 28.03 | 31.03 | 90% |
| Returns for 3 years | 68.69 | 79.59 | 86% |
| Returns for 5 years | 71.66 | 86.15 | 83% |
| Returns for 10 years | 137.03 | 190.28 | 72% |
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