Interact to see
Advertisement
Advertisement
FGRSX vs MDIHX
FGRSX vs MDIHX Comparison
Open Charts FGRSX vs MDIHX
FGRSX vs MDIHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FGRSX vs. MDIHX commentary
Jun 15, 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 FGRSX is a Buy and MDIHX is a Hold.
FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 44B vs. FGRSX (1.5B). FGRSX pays higher dividends than MDIHX: FGRSX (2.29) vs MDIHX (1.85). FGRSX was incepted earlier than MDIHX: FGRSX (13 years) vs MDIHX (21 years). MDIHX (1.10) is less costly to investors than FGRSX (0.88). FGRSX is a more actively managed with annual turnover of: 66.00 vs. MDIHX (2.00). FGRSX (0) and MDIHX (0) have matching initial minimum investment requirements. MDIHX annual gain was more profitable for investors over the last year : 15.32 vs. FGRSX (12.91). MDIHX return over 5 years is better than : 26.32 vs. FGRSX (14.90).
| FGRSX | MDIHX | FGRSX / MDIHX | |
| Total Expense Ratio | 0.74 | 1.08 | 69% |
| Annual Report Gross Expense Ratio | 0.88 | 1.10 | 80% |
| Fund Existence | 13 years | 21 years | - |
| Gain YTD | 7.490 | 8.773 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 44B | 3% |
| Annual Yield % from dividends | 2.29 | 1.85 | 123% |
| Returns for 1 year | 12.91 | 15.32 | 84% |
| Returns for 3 years | 37.08 | 43.57 | 85% |
| Returns for 5 years | 14.90 | 26.32 | 57% |
| Returns for 10 years | 100.54 | 131.33 | 77% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement