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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
Sep 13, 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 Buy and SWFCX is a Hold.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.98B vs. SWFCX (214M). HFQRX pays higher dividends than SWFCX: HFQRX (6.08) vs SWFCX (2.41). 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 (39.00). 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 : 30.50 vs. HFQRX (24.33). HFQRX return over 5 years is better than : 80.34 vs. SWFCX (41.05).
| 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 | 18.094 | 24.140 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.98B | 214M | 3,729% |
| Annual Yield % from dividends | 6.08 | 2.41 | 252% |
| Returns for 1 year | 24.33 | 30.50 | 80% |
| Returns for 3 years | 75.20 | 76.40 | 98% |
| Returns for 5 years | 80.34 | 41.05 | 196% |
| Returns for 10 years | 136.93 | 55.43 | 247% |
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