| 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 | 25.573 | 29.087 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1500 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.7B | 794M | 843% |
| Annual Yield % from dividends | 7.24 | 3.57 | 203% |
| Returns for 1 year | 25.39 | 26.14 | 97% |
| Returns for 3 years | 51.23 | 48.74 | 105% |
| Returns for 5 years | 67.33 | 62.87 | 107% |
| Returns for 10 years | N/A | 68.78 | - |