Interact to see
Advertisement
Advertisement
HFQRX vs SVXLX
HFQRX vs SVXLX Comparison
Open Charts HFQRX vs SVXLX
HFQRX vs SVXLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.92B vs. SVXLX (364M). HFQRX pays higher dividends than SVXLX: HFQRX (6.16) vs SVXLX (1.30). HFQRX was incepted earlier than SVXLX: HFQRX (11 years) vs SVXLX (12 years). SVXLX (2.83) is less costly to investors than HFQRX (0.69). HFQRX is a more actively managed with annual turnover of: 175.00 vs. SVXLX (29.80). SVXLX has a lower initial minimum investment than HFQRX: SVXLX (3000) vs HFQRX (1000000). SVXLX annual gain was more profitable for investors over the last year : 49.12 vs. HFQRX (26.01).
| HFQRX | SVXLX | HFQRX / SVXLX | |
| Total Expense Ratio | 0.69 | 1.26 | 55% |
| Annual Report Gross Expense Ratio | 0.69 | 2.83 | 24% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 18.519 | 36.015 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.92B | 364M | 2,177% |
| Annual Yield % from dividends | 6.16 | 1.30 | 472% |
| Returns for 1 year | 26.01 | 49.12 | 53% |
| Returns for 3 years | 78.22 | 104.22 | 75% |
| Returns for 5 years | 79.15 | N/A | - |
| Returns for 10 years | 131.68 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers