Interact to see
Advertisement
Advertisement
HDVIX vs MDIHX
HDVIX vs MDIHX Comparison
Open Charts HDVIX vs MDIHX
HDVIX vs MDIHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HDVIX vs. MDIHX commentary
Sep 12, 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 HDVIX is a StrongBuy and MDIHX is a Hold.
FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 42.8B vs. HDVIX (735M). HDVIX pays higher dividends than MDIHX: HDVIX (2.13) vs MDIHX (1.78). HDVIX was incepted earlier than MDIHX: HDVIX (18 years) vs MDIHX (21 years). MDIHX (1.10) is less costly to investors than HDVIX (0.65). HDVIX is a more actively managed with annual turnover of: 27.00 vs. MDIHX (1.00). MDIHX has a lower initial minimum investment than HDVIX: MDIHX (0) vs HDVIX (2000). HDVIX (13.97) and MDIHX (13.36) have marching annual gain over last year. HDVIX return over 5 years is better than : 43.87 vs. MDIHX (29.60).
| HDVIX | MDIHX | HDVIX / MDIHX | |
| Total Expense Ratio | 0.65 | 1.08 | 60% |
| Annual Report Gross Expense Ratio | 0.65 | 1.10 | 59% |
| Fund Existence | 18 years | 21 years | - |
| Gain YTD | 14.199 | 12.127 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 735M | 42.8B | 2% |
| Annual Yield % from dividends | 2.13 | 1.78 | 120% |
| Returns for 1 year | 13.97 | 13.36 | 105% |
| Returns for 3 years | 63.17 | 51.44 | 123% |
| Returns for 5 years | 43.87 | 29.60 | 148% |
| Returns for 10 years | 118.31 | 123.68 | 96% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers