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HFQRX vs SVXAX
HFQRX vs SVXAX Comparison
Open Charts HFQRX vs SVXAX
HFQRX vs SVXAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.63B vs. SVXAX (307M). HFQRX pays higher dividends than SVXAX: HFQRX (6.34) vs SVXAX (1.31). HFQRX was incepted earlier than SVXAX: HFQRX (11 years) vs SVXAX (11 years). SVXAX (1.47) is less costly to investors than HFQRX (0.69). HFQRX is a more actively managed with annual turnover of: 175.00 vs. SVXAX (29.80). SVXAX has a lower initial minimum investment than HFQRX: SVXAX (3000) vs HFQRX (1000000). SVXAX annual gain was more profitable for investors over the last year : 45.66 vs. HFQRX (28.03).
| HFQRX | SVXAX | HFQRX / SVXAX | |
| Total Expense Ratio | 0.69 | 1.43 | 48% |
| Annual Report Gross Expense Ratio | 0.69 | 1.47 | 47% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 13.557 | 22.589 | 60% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.63B | 307M | 2,486% |
| Annual Yield % from dividends | 6.34 | 1.31 | 485% |
| Returns for 1 year | 28.03 | 45.66 | 61% |
| Returns for 3 years | 68.69 | 97.03 | 71% |
| Returns for 5 years | 71.66 | N/A | - |
| Returns for 10 years | 137.03 | N/A | - |
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