HDVRX
Price
$16.78
Change
-$0.05 (-0.30%)
Updated
Sep 11 closing price
Net Assets
734.73M
MDIHX
Price
$30.56
Change
-$0.12 (-0.39%)
Updated
Sep 11 closing price
Net Assets
42.82B
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HDVRX vs MDIHX

HDVRX vs MDIHX Comparison Chart in %
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HDVRX vs. MDIHX commentary
Sep 13, 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 HDVRX is a StrongBuy and MDIHX is a Hold.

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FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 42.8B vs. HDVRX (735M). MDIHX pays higher dividends than HDVRX: MDIHX (1.78) vs HDVRX (1.67). HDVRX was incepted earlier than MDIHX: HDVRX (18 years) vs MDIHX (21 years). HDVRX (1.27) is less costly to investors than MDIHX (1.10). HDVRX is a more actively managed with annual turnover of: 27.00 vs. MDIHX (1.00). HDVRX (0) and MDIHX (0) have matching initial minimum investment requirements. MDIHX (13.36) and HDVRX (13.30) have marching annual gain over last year. HDVRX return over 5 years is better than : 39.51 vs. MDIHX (29.60).
HDVRXMDIHXHDVRX / MDIHX
Total Expense Ratio1.271.08118%
Annual Report Gross Expense Ratio1.271.10115%
Fund Existence18 years21 years-
Gain YTD13.88512.127114%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets735M42.8B2%
Annual Yield % from dividends1.671.7894%
Returns for 1 year13.3013.36100%
Returns for 3 years60.2951.44117%
Returns for 5 years39.5129.60133%
Returns for 10 years106.76123.6886%
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