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HDVRX vs MDIHX
HDVRX vs MDIHX Comparison
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HDVRX vs MDIHX Comparison Chart in %
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HDVRX 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 HDVRX is a Hold and MDIHX is a Hold.
FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 44.6B vs. HDVRX (770M). MDIHX pays higher dividends than HDVRX: MDIHX (1.85) vs HDVRX (1.71). 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 (2.00). HDVRX (0) and MDIHX (0) have matching initial minimum investment requirements. HDVRX annual gain was more profitable for investors over the last year : 22.85 vs. MDIHX (17.73). HDVRX return over 5 years is better than : 36.77 vs. MDIHX (27.94).
| HDVRX | MDIHX | HDVRX / MDIHX | |
| Total Expense Ratio | 1.27 | 1.08 | 118% |
| Annual Report Gross Expense Ratio | 1.27 | 1.10 | 115% |
| Fund Existence | 18 years | 21 years | - |
| Gain YTD | 13.269 | 9.436 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 770M | 44.6B | 2% |
| Annual Yield % from dividends | 1.71 | 1.85 | 92% |
| Returns for 1 year | 22.85 | 17.73 | 129% |
| Returns for 3 years | 56.84 | 46.99 | 121% |
| Returns for 5 years | 36.77 | 27.94 | 132% |
| Returns for 10 years | 110.86 | 123.06 | 90% |
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