BROAX
Price
$24.65
Change
-$0.16 (-0.64%)
Updated
Jul 31 closing price
Net Assets
8.91B
MDIHX
Price
$30.11
Change
-$0.05 (-0.17%)
Updated
Jul 31 closing price
Net Assets
43.73B
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BROAX vs MDIHX

BROAX vs MDIHX Comparison Chart in %
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BROAX vs. MDIHX commentary
Aug 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: 43.7B vs. BROAX (8.91B). BROAX pays higher dividends than MDIHX: BROAX (2.66) vs MDIHX (1.83). BROAX was incepted earlier than MDIHX: BROAX (21 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). BROAX annual gain was more profitable for investors over the last year : 20.31 vs. MDIHX (18.20). BROAX return over 5 years is better than : 51.22 vs. MDIHX (31.41).
BROAXMDIHXBROAX / MDIHX
Total Expense Ratio0.751.0869%
Annual Report Gross Expense Ratio0.881.1080%
Fund Existence21 years21 years-
Gain YTD10.54710.98496%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.91B43.7B20%
Annual Yield % from dividends2.661.83146%
Returns for 1 year20.3118.20112%
Returns for 3 years53.1544.32120%
Returns for 5 years51.2231.41163%
Returns for 10 years121.11121.9599%
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