Interact to see
Advertisement
Advertisement
HFQRX vs SAHMX
HFQRX vs SAHMX Comparison
Open Charts HFQRX vs SAHMX
HFQRX vs SAHMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HFQRX vs. SAHMX commentary
Sep 13, 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 Buy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.98B vs. SAHMX (640M). HFQRX pays higher dividends than SAHMX: HFQRX (6.08) vs SAHMX (2.51). 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 (25.24) and HFQRX (24.33) have marching annual gain over last year. SAHMX return over 5 years is better than : 98.54 vs. HFQRX (80.34).
| 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 | 18.094 | 17.782 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.98B | 640M | 1,247% |
| Annual Yield % from dividends | 6.08 | 2.51 | 243% |
| Returns for 1 year | 24.33 | 25.24 | 96% |
| Returns for 3 years | 75.20 | 82.81 | 91% |
| Returns for 5 years | 80.34 | 98.54 | 82% |
| Returns for 10 years | 136.93 | 184.91 | 74% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement