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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: 7.55B vs. SVXAX (309M). HFQRX pays higher dividends than SVXAX: HFQRX (6.36) vs SVXAX (1.32). HFQRX was incepted earlier than SVXAX: HFQRX (11 years) vs SVXAX (12 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 : 42.73 vs. HFQRX (24.21).
| 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 | 12 years | - |
| Gain YTD | 13.699 | 24.167 | 57% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.55B | 309M | 2,444% |
| Annual Yield % from dividends | 6.36 | 1.32 | 484% |
| Returns for 1 year | 24.21 | 42.73 | 57% |
| Returns for 3 years | 64.54 | 85.00 | 76% |
| Returns for 5 years | 70.87 | N/A | - |
| Returns for 10 years | 129.39 | N/A | - |
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