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HFQRX vs SWRLX
HFQRX vs SWRLX Comparison
Open Charts HFQRX vs SWRLX
Janus Henderson Global Equity Income N
Price$6.27
Change+$0.03 (+0.48%)
VolumeN/A
Net Assets5.49B
Touchstone International Value A
Price$14.54
Change+$0.10 (+0.69%)
VolumeN/A
Net Assets97.68M
HFQRX vs SWRLX Comparison Chart
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HFQRX vs. SWRLX commentary
Jan 24, 2025
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 SWRLX is a Hold.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 5.49B vs. SWRLX (97.7M). HFQRX pays higher dividends than SWRLX: HFQRX (8.12) vs SWRLX (1.34). HFQRX was incepted earlier than SWRLX: HFQRX (9 years) vs SWRLX (32 years). HFQRX is a more actively managed with annual turnover of: 152.00 vs. SWRLX (32.00). SWRLX has a lower initial minimum investment than HFQRX: SWRLX (2500) vs HFQRX (1000000). HFQRX annual gain was more profitable for investors over the last year : 13.03 vs. SWRLX (-2.07). HFQRX return over 5 years is better than : 31.84 vs. SWRLX (-1.84).
| HFQRX | SWRLX | HFQRX / SWRLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 3.140 | 2.557 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.49B | 97.7M | 5,618% |
| Annual Yield % from dividends | 8.12 | 1.34 | 605% |
| Returns for 1 year | 13.03 | -2.07 | -630% |
| Returns for 3 years | 14.74 | -0.66 | -2,237% |
| Returns for 5 years | 31.84 | -1.84 | -1,730% |
| Returns for 10 years | N/A | 1.82 | - |
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