HFQRX | SWRLX | HFQRX / SWRLX | |
Total Expense Ratio | 0.70 | 1.27 | 55% |
Annual Report Gross Expense Ratio | 0.70 | 1.48 | 47% |
Fund Existence | 10 years | 32 years | - |
Gain YTD | 20.778 | 33.026 | 63% |
Front Load | N/A | 5% | - |
Min. Initial Investment | 1000000 | 2500 | 40,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 6.44B | 117M | 5,508% |
Annual Yield % from dividends | 7.40 | 2.96 | 250% |
Returns for 1 year | 23.09 | 25.39 | 91% |
Returns for 3 years | 43.60 | 44.35 | 98% |
Returns for 5 years | 64.75 | 34.51 | 188% |
Returns for 10 years | N/A | 23.46 | - |