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HFQRX vs SWRLX
HFQRX vs SWRLX Comparison
Open Charts HFQRX vs SWRLX
Janus Henderson Global Equity Income N
Price$6.33
Change-$0.12 (-1.86%)
VolumeN/A
Net Assets5.83B
Touchstone International Value A
Price$15.76
Change-$0.35 (-2.17%)
VolumeN/A
Net Assets105.33M
HFQRX vs SWRLX Comparison Chart
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HFQRX vs. SWRLX commentary
Apr 04, 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: 5.83B vs. SWRLX (105M). HFQRX pays higher dividends than SWRLX: HFQRX (7.88) vs SWRLX (3.31). HFQRX was incepted earlier than SWRLX: HFQRX (9 years) vs SWRLX (32 years). SWRLX (1.48) is less costly to investors than HFQRX (0.70). HFQRX is a more actively managed with annual turnover of: 155.00 vs. SWRLX (112.00). 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 : 12.30 vs. SWRLX (4.23). HFQRX return over 5 years is better than : 85.14 vs. SWRLX (51.54).
| HFQRX | SWRLX | HFQRX / SWRLX | |
| Total Expense Ratio | 0.70 | 1.27 | 55% |
| Annual Report Gross Expense Ratio | 0.70 | 1.48 | 47% |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 8.306 | 14.418 | 58% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.83B | 105M | 5,549% |
| Annual Yield % from dividends | 7.88 | 3.31 | 238% |
| Returns for 1 year | 12.30 | 4.23 | 291% |
| Returns for 3 years | 20.29 | 13.68 | 148% |
| Returns for 5 years | 85.14 | 51.54 | 165% |
| Returns for 10 years | N/A | 5.88 | - |
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