HFQRX | IVFAX | HFQRX / IVFAX | |
Total Expense Ratio | 0.70 | 1.11 | 63% |
Annual Report Gross Expense Ratio | 0.70 | 1.27 | 55% |
Fund Existence | 10 years | 17 years | - |
Gain YTD | 21.813 | 23.582 | 92% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 1000000 | 1500 | 66,667% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 6.62B | 766M | 865% |
Annual Yield % from dividends | 7.21 | 3.38 | 213% |
Returns for 1 year | 16.38 | 11.69 | 140% |
Returns for 3 years | 67.71 | 58.75 | 115% |
Returns for 5 years | 76.78 | 66.45 | 116% |
Returns for 10 years | N/A | 70.01 | - |