HFQRX has more cash in the bank: 7.55B vs. SVXYX (335M). HFQRX pays higher dividends than SVXYX: HFQRX (6.36) 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 : 48.56 vs. HFQRX (29.61).

	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	17.952	30.418	59%
Front Load	N/A	N/A	-
Min. Initial Investment	1000000	10000000	10%
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	7.55B	335M	2,254%
Annual Yield % from dividends	6.36	1.44	443%
Returns for 1 year	29.61	48.56	61%
Returns for 3 years	70.42	93.20	76%
Returns for 5 years	78.55	N/A	-
Returns for 10 years	135.67	N/A	-

View a ticker or compare two or three

Ask AI

Compare

Interact to see
Advertisement

Interesting Tickers

MFs / NAME	Price $	Chg $	Chg %
		1 Day
CVGCX	12.52	0.19	+1.54%
Calamos Growth C
ICWIX	8.76	0.10	+1.15%
Integrity Mid-North American Resources I
SVPSX	104.75	0.07	+0.07%
ProFunds Small Cap Value Svc
JRSCX	12.05	N/A	N/A
JH Adaptive Risk Mgd U.S. Eq C
AEUDX	9.49	N/A	N/A
American Century Equity Income R6