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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: 7.63B vs. SVXFX (307M). 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 : 46.10 vs. HFQRX (28.03).
| 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 | 13.557 | 22.757 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.63B | 307M | 2,486% |
| Annual Yield % from dividends | 6.34 | 1.46 | 433% |
| Returns for 1 year | 28.03 | 46.10 | 61% |
| Returns for 3 years | 68.69 | 98.65 | 70% |
| Returns for 5 years | 71.66 | N/A | - |
| Returns for 10 years | 137.03 | N/A | - |
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