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HFQRX vs SWRLX
HFQRX vs SWRLX Comparison
Open Charts HFQRX vs SWRLX
Janus Henderson Global Equity Income N
Price$6.00
Change+$0.02 (+0.33%)
VolumeN/A
CapitalizationN/A
Touchstone International Value A
Price$14.56
Change+$0.06 (+0.41%)
VolumeN/A
CapitalizationN/A
HFQRX vs SWRLX Comparison Chart
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HFQRX vs. SWRLX commentary
Dec 24, 2024
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: 5.73B vs. SWRLX (96.5M). 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 : 7.60 vs. SWRLX (-6.82). HFQRX return over 5 years is better than : 27.67 vs. SWRLX (-4.67).
| 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 | 6.370 | -7.673 | -83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.73B | 96.5M | 5,934% |
| Annual Yield % from dividends | 8.12 | 1.34 | 605% |
| Returns for 1 year | 7.60 | -6.82 | -111% |
| Returns for 3 years | 13.15 | -1.14 | -1,156% |
| Returns for 5 years | 27.67 | -4.67 | -593% |
| Returns for 10 years | N/A | -0.08 | - |
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