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HDVRX vs MDIHX
HDVRX vs MDIHX Comparison
Open Charts HDVRX vs MDIHX
HDVRX vs MDIHX Comparison Chart in %
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HDVRX vs. MDIHX commentary
Jul 14, 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 Buy and MDIHX is a Hold.
FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 43.6B vs. HDVRX (753M). MDIHX pays higher dividends than HDVRX: MDIHX (1.86) vs HDVRX (1.69). 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 : 19.30 vs. MDIHX (15.63). HDVRX return over 5 years is better than : 38.88 vs. MDIHX (28.57).
| 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 | 13.201 | 9.362 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 753M | 43.6B | 2% |
| Annual Yield % from dividends | 1.69 | 1.86 | 91% |
| Returns for 1 year | 19.30 | 15.63 | 123% |
| Returns for 3 years | 51.43 | 41.45 | 124% |
| Returns for 5 years | 38.88 | 28.57 | 136% |
| Returns for 10 years | 108.89 | 121.91 | 89% |
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