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HFQRX vs SVXFX
HFQRX vs SVXFX Comparison
Open Charts HFQRX vs SVXFX
HFQRX vs SVXFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.55B vs. SVXFX (311M). HFQRX pays higher dividends than SVXFX: HFQRX (6.36) vs SVXFX (1.47). HFQRX was incepted earlier than SVXFX: HFQRX (11 years) vs SVXFX (12 years). SVXFX (1.20) is less costly to investors than HFQRX (0.69). HFQRX is a more actively managed with annual turnover of: 175.00 vs. SVXFX (29.80). HFQRX (1000000) and SVXFX (1000000) have matching initial minimum investment requirements. SVXFX annual gain was more profitable for investors over the last year : 47.38 vs. HFQRX (27.02).
| HFQRX | SVXFX | HFQRX / SVXFX | |
| Total Expense Ratio | 0.69 | 1.16 | 59% |
| Annual Report Gross Expense Ratio | 0.69 | 1.20 | 58% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 15.258 | 25.815 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.55B | 311M | 2,428% |
| Annual Yield % from dividends | 6.36 | 1.47 | 432% |
| Returns for 1 year | 27.02 | 47.38 | 57% |
| Returns for 3 years | 66.80 | 88.75 | 75% |
| Returns for 5 years | 75.24 | N/A | - |
| Returns for 10 years | 132.53 | N/A | - |
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