Interact to see
Advertisement
Advertisement
HFQRX vs SWFCX
HFQRX vs SWFCX Comparison
Open Charts HFQRX vs SWFCX
HFQRX vs SWFCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HFQRX vs. SWFCX commentary
Jul 14, 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 Hold and SWFCX is a Hold.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.55B vs. SWFCX (192M). HFQRX pays higher dividends than SWFCX: HFQRX (6.36) vs SWFCX (2.49). 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 : 37.58 vs. HFQRX (24.21). HFQRX return over 5 years is better than : 70.87 vs. SWFCX (35.01).
| 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 | 13.699 | 20.810 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.55B | 192M | 3,933% |
| Annual Yield % from dividends | 6.36 | 2.49 | 256% |
| Returns for 1 year | 24.21 | 37.58 | 64% |
| Returns for 3 years | 64.54 | 64.22 | 101% |
| Returns for 5 years | 70.87 | 35.01 | 202% |
| Returns for 10 years | 129.39 | 56.28 | 230% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement