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HDVIX vs MDIHX
HDVIX vs MDIHX Comparison
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HDVIX vs MDIHX Comparison Chart in %
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HDVIX vs. MDIHX commentary
Aug 23, 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: 44.5B vs. HDVIX (757M). HDVIX pays higher dividends than MDIHX: HDVIX (2.17) vs MDIHX (1.83). 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 (2.00). MDIHX has a lower initial minimum investment than HDVIX: MDIHX (0) vs HDVIX (2000). HDVIX annual gain was more profitable for investors over the last year : 19.91 vs. MDIHX (18.23). HDVIX return over 5 years is better than : 50.81 vs. MDIHX (36.46).
| 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 | 16.218 | 14.596 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 757M | 44.5B | 2% |
| Annual Yield % from dividends | 2.17 | 1.83 | 119% |
| Returns for 1 year | 19.91 | 18.23 | 109% |
| Returns for 3 years | 68.16 | 56.53 | 121% |
| Returns for 5 years | 50.81 | 36.46 | 139% |
| Returns for 10 years | 117.75 | 123.15 | 96% |
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