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HFQRX vs SVXYX
HFQRX vs SVXYX Comparison
Open Charts HFQRX vs SVXYX
HFQRX vs SVXYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.92B vs. SVXYX (364M). HFQRX pays higher dividends than SVXYX: HFQRX (6.16) vs SVXYX (1.44). HFQRX was incepted earlier than SVXYX: HFQRX (11 years) vs SVXYX (12 years). SVXYX (1.01) is less costly to investors than HFQRX (0.69). HFQRX is a more actively managed with annual turnover of: 175.00 vs. SVXYX (29.80). HFQRX has a lower initial minimum investment than SVXYX: HFQRX (1000000) vs SVXYX (10000000). SVXYX annual gain was more profitable for investors over the last year : 48.84 vs. HFQRX (26.01).
| HFQRX | SVXYX | HFQRX / SVXYX | |
| Total Expense Ratio | 0.69 | 1.01 | 68% |
| Annual Report Gross Expense Ratio | 0.69 | 1.01 | 68% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 18.519 | 35.639 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.92B | 364M | 2,177% |
| Annual Yield % from dividends | 6.16 | 1.44 | 428% |
| Returns for 1 year | 26.01 | 48.84 | 53% |
| Returns for 3 years | 78.22 | 104.84 | 75% |
| Returns for 5 years | 79.15 | N/A | - |
| Returns for 10 years | 131.68 | N/A | - |
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