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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 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 SSIPX is a Hold.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.55B vs. SSIPX (190M). HFQRX pays higher dividends than SSIPX: HFQRX (6.36) vs SSIPX (5.86). 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). SSIPX (30.45) and HFQRX (29.61) have marching annual gain over last year. HFQRX (78.55) and SSIPX (76.20) 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 | 17.952 | 13.665 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.55B | 190M | 3,975% |
| Annual Yield % from dividends | 6.36 | 5.86 | 109% |
| Returns for 1 year | 29.61 | 30.45 | 97% |
| Returns for 3 years | 70.42 | 78.13 | 90% |
| Returns for 5 years | 78.55 | 76.20 | 103% |
| Returns for 10 years | 135.67 | 147.01 | 92% |
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