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HDVSX vs MDIHX
HDVSX vs MDIHX Comparison
Open Charts HDVSX vs MDIHX
HDVSX vs MDIHX Comparison Chart in %
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HDVSX 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 HDVSX is a StrongBuy and MDIHX is a Hold.
FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 42.8B vs. HDVSX (735M). HDVSX pays higher dividends than MDIHX: HDVSX (1.87) vs MDIHX (1.78). 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 (1.00). HDVSX (0) and MDIHX (0) have matching initial minimum investment requirements. HDVSX (13.59) and MDIHX (13.36) have marching annual gain over last year. HDVSX return over 5 years is better than : 41.51 vs. MDIHX (29.60).
| 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 | 14.034 | 12.127 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 735M | 42.8B | 2% |
| Annual Yield % from dividends | 1.87 | 1.78 | 105% |
| Returns for 1 year | 13.59 | 13.36 | 102% |
| Returns for 3 years | 61.56 | 51.44 | 120% |
| Returns for 5 years | 41.51 | 29.60 | 140% |
| Returns for 10 years | 111.98 | 123.68 | 91% |
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