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HDVFX vs MDIHX
HDVFX vs MDIHX Comparison
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HDVFX vs MDIHX Comparison Chart in %
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HDVFX 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 HDVFX is a Hold and MDIHX is a Hold.
FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 43.7B vs. HDVFX (746M). HDVFX pays higher dividends than MDIHX: HDVFX (2.22) vs MDIHX (1.83). HDVFX was incepted earlier than MDIHX: HDVFX (9 years) vs MDIHX (21 years). MDIHX (1.10) is less costly to investors than HDVFX (0.55). HDVFX is a more actively managed with annual turnover of: 27.00 vs. MDIHX (2.00). MDIHX has a lower initial minimum investment than HDVFX: MDIHX (0) vs HDVFX (1000000). HDVFX annual gain was more profitable for investors over the last year : 21.41 vs. MDIHX (18.20). HDVFX return over 5 years is better than : 45.98 vs. MDIHX (31.41).
| HDVFX | MDIHX | HDVFX / MDIHX | |
| Total Expense Ratio | 0.55 | 1.08 | 51% |
| Annual Report Gross Expense Ratio | 0.55 | 1.10 | 50% |
| Fund Existence | 9 years | 21 years | - |
| Gain YTD | 13.320 | 10.984 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 746M | 43.7B | 2% |
| Annual Yield % from dividends | 2.22 | 1.83 | 122% |
| Returns for 1 year | 21.41 | 18.20 | 118% |
| Returns for 3 years | 54.98 | 44.32 | 124% |
| Returns for 5 years | 45.98 | 31.41 | 146% |
| Returns for 10 years | N/A | 121.95 | - |
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