FESOX
Price
$30.59
Change
-$0.29 (-0.94%)
Updated
Jul 13 closing price
Net Assets
17.37B
MDIHX
Price
$29.41
Change
-$0.26 (-0.88%)
Updated
Jul 13 closing price
Net Assets
43.61B
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FESOX vs MDIHX

FESOX vs MDIHX Comparison Chart in %
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FESOX vs. MDIHX commentary
Jul 14, 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 FESOX is a Buy and MDIHX is a Hold.

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FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 43.6B vs. FESOX (17.4B). FESOX pays higher dividends than MDIHX: FESOX (4.59) vs MDIHX (1.86). FESOX was incepted earlier than MDIHX: FESOX (26 years) vs MDIHX (21 years). FESOX (1.87) is less costly to investors than MDIHX (1.10). FESOX is a more actively managed with annual turnover of: 12.34 vs. MDIHX (2.00). MDIHX has a lower initial minimum investment than FESOX: MDIHX (0) vs FESOX (2500). FESOX annual gain was more profitable for investors over the last year : 18.73 vs. MDIHX (15.63). FESOX return over 5 years is better than : 34.03 vs. MDIHX (28.57).
FESOXMDIHXFESOX / MDIHX
Total Expense Ratio1.871.08173%
Annual Report Gross Expense Ratio1.871.10170%
Fund Existence26 years21 years-
Gain YTD6.7719.36272%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.4B43.6B40%
Annual Yield % from dividends4.591.86246%
Returns for 1 year18.7315.63120%
Returns for 3 years46.1141.45111%
Returns for 5 years34.0328.57119%
Returns for 10 years57.21121.9147%
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