HFQRX
Price
$8.02
Change
-$0.01 (-0.12%)
Updated
Jul 13 closing price
Net Assets
7.55B
SWRLX
Price
$23.89
Change
-$0.47 (-1.93%)
Updated
Jul 13 closing price
Net Assets
191.54M
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HFQRX vs SWRLX

HFQRX vs SWRLX Comparison Chart in %
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HFQRX vs. SWRLX commentary
Jul 14, 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.

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FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.55B vs. SWRLX (192M). HFQRX pays higher dividends than SWRLX: HFQRX (6.36) vs SWRLX (2.55). 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 : 39.06 vs. HFQRX (24.21). HFQRX return over 5 years is better than : 70.87 vs. SWRLX (42.44).
HFQRXSWRLXHFQRX / SWRLX
Total Expense Ratio0.691.2655%
Annual Report Gross Expense Ratio0.691.5146%
Fund Existence11 years33 years-
Gain YTD13.69921.19465%
Front LoadN/A5%-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets7.55B192M3,933%
Annual Yield % from dividends6.362.55249%
Returns for 1 year24.2139.0662%
Returns for 3 years64.5469.1093%
Returns for 5 years70.8742.44167%
Returns for 10 years129.3975.87171%
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