BROAX
Price
$25.04
Change
+$0.08 (+0.32%)
Updated
Jun 2 closing price
Net Assets
8.66B
MDIHX
Price
$29.88
Change
+$0.19 (+0.64%)
Updated
Jun 2 closing price
Net Assets
44.56B
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BROAX vs MDIHX

Header iconBROAX vs MDIHX Comparison
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BROAX vs MDIHX Comparison Chart in %
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BROAX vs. MDIHX commentary
Jun 03, 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 BROAX is a Buy and MDIHX is a Hold.

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FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 44.6B vs. BROAX (8.66B). BROAX pays higher dividends than MDIHX: BROAX (2.26) vs MDIHX (1.85). BROAX was incepted earlier than MDIHX: BROAX (20 years) vs MDIHX (21 years). MDIHX (1.10) is less costly to investors than BROAX (0.88). BROAX is a more actively managed with annual turnover of: 113.00 vs. MDIHX (2.00). MDIHX has a lower initial minimum investment than BROAX: MDIHX (0) vs BROAX (1000). MDIHX annual gain was more profitable for investors over the last year : 17.73 vs. BROAX (16.46). BROAX return over 5 years is better than : 45.27 vs. MDIHX (27.94).
BROAXMDIHXBROAX / MDIHX
Total Expense Ratio0.751.0869%
Annual Report Gross Expense Ratio0.881.1080%
Fund Existence20 years21 years-
Gain YTD10.2969.436109%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.66B44.6B19%
Annual Yield % from dividends2.261.85122%
Returns for 1 year16.4617.7393%
Returns for 3 years58.8746.99125%
Returns for 5 years45.2727.94162%
Returns for 10 years124.47123.06101%
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