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HFQRX vs SSIPX
HFQRX vs SSIPX Comparison
Open Charts HFQRX vs SSIPX
HFQRX vs SSIPX Comparison Chart in %
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HFQRX vs. SSIPX commentary
Aug 23, 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 SSIPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.92B vs. SSIPX (194M). HFQRX (6.16) and SSIPX (5.86) have matching dividends . HFQRX was incepted earlier than SSIPX: HFQRX (11 years) vs SSIPX (12 years). SSIPX (1.19) is less costly to investors than HFQRX (0.69). HFQRX is a more actively managed with annual turnover of: 175.00 vs. SSIPX (131.00). SSIPX has a lower initial minimum investment than HFQRX: SSIPX (0) vs HFQRX (1000000). HFQRX (26.01) and SSIPX (25.62) have marching annual gain over last year. SSIPX (80.75) and HFQRX (79.15) have equivalent 5 years return.
| HFQRX | SSIPX | HFQRX / SSIPX | |
| Total Expense Ratio | 0.69 | 0.95 | 73% |
| Annual Report Gross Expense Ratio | 0.69 | 1.19 | 58% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 18.519 | 16.398 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.92B | 194M | 4,085% |
| Annual Yield % from dividends | 6.16 | 5.86 | 105% |
| Returns for 1 year | 26.01 | 25.62 | 102% |
| Returns for 3 years | 78.22 | 90.06 | 87% |
| Returns for 5 years | 79.15 | 80.75 | 98% |
| Returns for 10 years | 131.68 | 147.51 | 89% |
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