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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: 7.57B vs. SVXFX (305M). HFQRX pays higher dividends than SVXFX: HFQRX (6.34) vs SVXFX (1.46). HFQRX was incepted earlier than SVXFX: HFQRX (11 years) vs SVXFX (11 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 : 46.86 vs. HFQRX (27.09).
| 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 | 11 years | - |
| Gain YTD | 12.726 | 22.878 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.57B | 305M | 2,482% |
| Annual Yield % from dividends | 6.34 | 1.46 | 433% |
| Returns for 1 year | 27.09 | 46.86 | 58% |
| Returns for 3 years | 67.73 | 97.88 | 69% |
| Returns for 5 years | 67.34 | N/A | - |
| Returns for 10 years | 119.80 | N/A | - |
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