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HFQRX vs SWRLX
HFQRX vs SWRLX Comparison
Open Charts HFQRX vs SWRLX
HFQRX vs SWRLX Comparison Chart in %
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HFQRX vs. SWRLX commentary
Jun 24, 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 Hold and SWRLX is a Hold.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.63B vs. SWRLX (191M). HFQRX pays higher dividends than SWRLX: HFQRX (6.34) vs SWRLX (2.56). HFQRX was incepted earlier than SWRLX: HFQRX (11 years) vs SWRLX (33 years). SWRLX (1.51) is less costly to investors than HFQRX (0.69). HFQRX is a more actively managed with annual turnover of: 175.00 vs. SWRLX (20.00). SWRLX has a lower initial minimum investment than HFQRX: SWRLX (2500) vs HFQRX (1000000). SWRLX annual gain was more profitable for investors over the last year : 46.41 vs. HFQRX (28.03). HFQRX return over 5 years is better than : 71.66 vs. SWRLX (45.61).
| HFQRX | SWRLX | HFQRX / SWRLX | |
| Total Expense Ratio | 0.69 | 1.26 | 55% |
| Annual Report Gross Expense Ratio | 0.69 | 1.51 | 46% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 13.557 | 23.433 | 58% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.63B | 191M | 3,996% |
| Annual Yield % from dividends | 6.34 | 2.56 | 247% |
| Returns for 1 year | 28.03 | 46.41 | 60% |
| Returns for 3 years | 68.69 | 78.25 | 88% |
| Returns for 5 years | 71.66 | 45.61 | 157% |
| Returns for 10 years | 137.03 | 87.20 | 157% |
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