FESOX
Price
$31.69
Change
-$0.25 (-0.78%)
Updated
Jul 31 closing price
Net Assets
17.84B
MDIHX
Price
$30.11
Change
-$0.05 (-0.17%)
Updated
Jul 31 closing price
Net Assets
43.73B
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FESOX vs MDIHX

FESOX vs MDIHX Comparison Chart in %
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FESOX 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 FESOX is a Buy and MDIHX is a Hold.

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FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 43.7B vs. FESOX (17.8B). FESOX pays higher dividends than MDIHX: FESOX (4.43) vs MDIHX (1.83). 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 : 23.91 vs. MDIHX (18.20). FESOX return over 5 years is better than : 40.31 vs. MDIHX (31.41).
FESOXMDIHXFESOX / MDIHX
Total Expense Ratio1.871.08173%
Annual Report Gross Expense Ratio1.871.10170%
Fund Existence26 years21 years-
Gain YTD10.61110.98497%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.8B43.7B41%
Annual Yield % from dividends4.431.83242%
Returns for 1 year23.9118.20131%
Returns for 3 years52.6144.32119%
Returns for 5 years40.3131.41128%
Returns for 10 years59.48121.9549%
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