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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
Aug 03, 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 SAHMX is a Hold.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.55B vs. SAHMX (642M). HFQRX pays higher dividends than SAHMX: HFQRX (6.36) vs SAHMX (2.53). 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 : 33.18 vs. HFQRX (29.61). SAHMX return over 5 years is better than : 98.84 vs. HFQRX (78.55).
| 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 | 17.952 | 16.524 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.55B | 642M | 1,176% |
| Annual Yield % from dividends | 6.36 | 2.53 | 251% |
| Returns for 1 year | 29.61 | 33.18 | 89% |
| Returns for 3 years | 70.42 | 77.44 | 91% |
| Returns for 5 years | 78.55 | 98.84 | 79% |
| Returns for 10 years | 135.67 | 190.19 | 71% |
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