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LFMAX vs QMHRX
LFMAX vs QMHRX Comparison Chart
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LFMAX vs. QMHRX commentary
Jun 07, 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 LFMAX is a Hold and QMHRX is a Hold.
FUNDAMENTALS
Fundamentals
LFMAX has more cash in the bank: 1.54B vs. QMHRX (613M). LFMAX pays higher dividends than QMHRX: LFMAX (2.97) vs QMHRX (2.28). LFMAX was incepted earlier than QMHRX: LFMAX (14 years) vs QMHRX (11 years). QMHRX (3.93) is less costly to investors than LFMAX (2.13). QMHRX is a more actively managed with annual turnover of: 657.00 vs. LFMAX (90.00). LFMAX has a lower initial minimum investment than QMHRX: LFMAX (2500) vs QMHRX (50000000). QMHRX annual gain was more profitable for investors over the last year : 2.28 vs. LFMAX (-4.36). QMHRX return over 5 years is better than : 75.92 vs. LFMAX (4.73).
| LFMAX | QMHRX | LFMAX / QMHRX | |
| Total Expense Ratio | 2.13 | 3.77 | 56% |
| Annual Report Gross Expense Ratio | 2.13 | 3.93 | 54% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -1.832 | 5.232 | -35% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 50000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 613M | 250% |
| Annual Yield % from dividends | 2.97 | 2.28 | 130% |
| Returns for 1 year | -4.36 | 2.28 | -191% |
| Returns for 3 years | -12.61 | 19.44 | -65% |
| Returns for 5 years | 4.73 | 75.92 | 6% |
| Returns for 10 years | 12.57 | 23.04 | 55% |
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