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HDVSX vs MDIHX
HDVSX vs MDIHX Comparison
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HDVSX vs MDIHX Comparison Chart in %
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VS
HDVSX vs. MDIHX commentary
Aug 03, 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 HDVSX is a Hold and MDIHX is a Hold.
FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 43.7B vs. HDVSX (746M). HDVSX (1.90) and MDIHX (1.83) have matching dividends . HDVSX was incepted earlier than MDIHX: HDVSX (18 years) vs MDIHX (21 years). MDIHX (1.10) is less costly to investors than HDVSX (0.97). HDVSX is a more actively managed with annual turnover of: 27.00 vs. MDIHX (2.00). HDVSX (0) and MDIHX (0) have matching initial minimum investment requirements. HDVSX annual gain was more profitable for investors over the last year : 20.87 vs. MDIHX (18.20). HDVSX return over 5 years is better than : 42.82 vs. MDIHX (31.41).
| HDVSX | MDIHX | HDVSX / MDIHX | |
| Total Expense Ratio | 0.97 | 1.08 | 90% |
| Annual Report Gross Expense Ratio | 0.97 | 1.10 | 88% |
| Fund Existence | 18 years | 21 years | - |
| Gain YTD | 13.085 | 10.984 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 746M | 43.7B | 2% |
| Annual Yield % from dividends | 1.90 | 1.83 | 104% |
| Returns for 1 year | 20.87 | 18.20 | 115% |
| Returns for 3 years | 53.02 | 44.32 | 120% |
| Returns for 5 years | 42.82 | 31.41 | 136% |
| Returns for 10 years | 112.03 | 121.95 | 92% |
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