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HFQRX vs SWFCX
HFQRX vs SWFCX Comparison
Open Charts HFQRX vs SWFCX
HFQRX vs SWFCX Comparison Chart in %
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HFQRX vs. SWFCX commentary
Aug 23, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HFQRX is a StrongBuy and SWFCX is a Hold.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.92B vs. SWFCX (214M). HFQRX pays higher dividends than SWFCX: HFQRX (6.16) vs SWFCX (2.50). HFQRX was incepted earlier than SWFCX: HFQRX (11 years) vs SWFCX (28 years). SWFCX (3.21) is less costly to investors than HFQRX (0.69). HFQRX is a more actively managed with annual turnover of: 175.00 vs. SWFCX (20.00). SWFCX has a lower initial minimum investment than HFQRX: SWFCX (2500) vs HFQRX (1000000). SWFCX annual gain was more profitable for investors over the last year : 35.81 vs. HFQRX (26.01). HFQRX return over 5 years is better than : 79.15 vs. SWFCX (45.84).
| HFQRX | SWFCX | HFQRX / SWFCX | |
| Total Expense Ratio | 0.69 | 1.85 | 37% |
| Annual Report Gross Expense Ratio | 0.69 | 3.21 | 21% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 18.519 | 25.028 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.92B | 214M | 3,703% |
| Annual Yield % from dividends | 6.16 | 2.50 | 246% |
| Returns for 1 year | 26.01 | 35.81 | 73% |
| Returns for 3 years | 78.22 | 77.66 | 101% |
| Returns for 5 years | 79.15 | 45.84 | 173% |
| Returns for 10 years | 131.68 | 53.44 | 246% |
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