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HDVAX vs MDIHX
HDVAX vs MDIHX Comparison
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HDVAX vs MDIHX Comparison Chart in %
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HDVAX vs. MDIHX commentary
Jun 04, 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 HDVAX is a Hold and MDIHX is a Hold.
FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 44.6B vs. HDVAX (770M). HDVAX (1.94) and MDIHX (1.85) have matching dividends . HDVAX was incepted earlier than MDIHX: HDVAX (18 years) vs MDIHX (21 years). MDIHX (1.10) is less costly to investors than HDVAX (0.98). HDVAX is a more actively managed with annual turnover of: 27.00 vs. MDIHX (2.00). MDIHX has a lower initial minimum investment than HDVAX: MDIHX (0) vs HDVAX (2000). HDVAX annual gain was more profitable for investors over the last year : 23.26 vs. MDIHX (17.73). HDVAX return over 5 years is better than : 38.80 vs. MDIHX (27.94).
| HDVAX | MDIHX | HDVAX / MDIHX | |
| Total Expense Ratio | 0.98 | 1.08 | 91% |
| Annual Report Gross Expense Ratio | 0.98 | 1.10 | 89% |
| Fund Existence | 18 years | 21 years | - |
| Gain YTD | 13.370 | 9.436 | 142% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 770M | 44.6B | 2% |
| Annual Yield % from dividends | 1.94 | 1.85 | 105% |
| Returns for 1 year | 23.26 | 17.73 | 131% |
| Returns for 3 years | 58.11 | 46.99 | 124% |
| Returns for 5 years | 38.80 | 27.94 | 139% |
| Returns for 10 years | 116.27 | 123.06 | 94% |
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