FESOX
Price
$31.68
Change
-$0.06 (-0.19%)
Updated
Sep 11 closing price
Net Assets
17.69B
MDIHX
Price
$30.56
Change
-$0.12 (-0.39%)
Updated
Sep 11 closing price
Net Assets
42.82B
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FESOX vs MDIHX

FESOX vs MDIHX Comparison Chart in %
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FESOX vs. MDIHX commentary
Sep 13, 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 Hold and MDIHX is a Hold.

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FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 42.8B vs. FESOX (17.7B). FESOX pays higher dividends than MDIHX: FESOX (4.37) vs MDIHX (1.78). 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 (1.00). 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 : 14.77 vs. MDIHX (13.36). FESOX return over 5 years is better than : 40.26 vs. MDIHX (29.60).
FESOXMDIHXFESOX / MDIHX
Total Expense Ratio1.871.08173%
Annual Report Gross Expense Ratio1.871.10170%
Fund Existence26 years21 years-
Gain YTD10.57612.12787%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.7B42.8B41%
Annual Yield % from dividends4.371.78246%
Returns for 1 year14.7713.36111%
Returns for 3 years56.8551.44111%
Returns for 5 years40.2629.60136%
Returns for 10 years61.81123.6850%
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