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HDVTX vs MDIHX
HDVTX vs MDIHX Comparison
Open Charts HDVTX vs MDIHX
HDVTX vs MDIHX Comparison Chart in %
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HDVTX 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 HDVTX is a Buy and MDIHX is a Hold.
FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 43.6B vs. HDVTX (753M). HDVTX pays higher dividends than MDIHX: HDVTX (2.53) vs MDIHX (1.86). HDVTX was incepted earlier than MDIHX: HDVTX (18 years) vs MDIHX (21 years). MDIHX (1.10) is less costly to investors than HDVTX (0.67). HDVTX is a more actively managed with annual turnover of: 27.00 vs. MDIHX (2.00). HDVTX (0) and MDIHX (0) have matching initial minimum investment requirements. HDVTX annual gain was more profitable for investors over the last year : 19.09 vs. MDIHX (15.63). HDVTX return over 5 years is better than : 41.67 vs. MDIHX (28.57).
| HDVTX | MDIHX | HDVTX / MDIHX | |
| Total Expense Ratio | 0.67 | 1.08 | 62% |
| Annual Report Gross Expense Ratio | 0.67 | 1.10 | 61% |
| Fund Existence | 18 years | 21 years | - |
| Gain YTD | 13.413 | 9.362 | 143% |
| 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 | 2.53 | 1.86 | 135% |
| Returns for 1 year | 19.09 | 15.63 | 122% |
| Returns for 3 years | 52.95 | 41.45 | 128% |
| Returns for 5 years | 41.67 | 28.57 | 146% |
| Returns for 10 years | 118.30 | 121.91 | 97% |
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