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
Aug 03, 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 Buy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.55B vs. SWFCX (193M). HFQRX pays higher dividends than SWFCX: HFQRX (6.36) 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 : 37.50 vs. HFQRX (29.61). HFQRX return over 5 years is better than : 78.55 vs. SWFCX (37.81).
| 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 | 17.952 | 20.588 | 87% |
| 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 | 193M | 3,913% |
| Annual Yield % from dividends | 6.36 | 2.50 | 254% |
| Returns for 1 year | 29.61 | 37.50 | 79% |
| Returns for 3 years | 70.42 | 64.84 | 109% |
| Returns for 5 years | 78.55 | 37.81 | 208% |
| Returns for 10 years | 135.67 | 52.32 | 259% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VEM | 26.69 | 0.38 | +1.43% |
| Virtus Emerging Markets Dividend ETF | |||
| PRVS | 32.96 | 0.39 | +1.21% |
| Parnassus Value Select ETF | |||
| MBSF | 25.63 | -0.03 | -0.13% |
| Regan Floating Rate MBS ETF | |||
| BKIE | 33.89 | -0.24 | -0.70% |
| BNY Mellon International Equity ETF | |||
| QDIV | 39.63 | -0.62 | -1.55% |
| Global X S&P 500® Quality Dividend ETF | |||