Interact to see
Advertisement
Advertisement
HDVTX vs MDIHX
HDVTX vs MDIHX Comparison
Open Charts HDVTX vs MDIHX
HDVTX vs MDIHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HDVTX vs. MDIHX commentary
Sep 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 HDVTX is a StrongBuy and MDIHX is a Hold.
FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 43.5B vs. HDVTX (742M). HDVTX pays higher dividends than MDIHX: HDVTX (2.49) vs MDIHX (1.78). 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. MDIHX (17.99) and HDVTX (17.94) have marching annual gain over last year. HDVTX return over 5 years is better than : 41.30 vs. MDIHX (29.74).
| 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 | 14.683 | 13.343 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 742M | 43.5B | 2% |
| Annual Yield % from dividends | 2.49 | 1.78 | 140% |
| Returns for 1 year | 17.94 | 17.99 | 100% |
| Returns for 3 years | 60.84 | 51.39 | 118% |
| Returns for 5 years | 41.30 | 29.74 | 139% |
| Returns for 10 years | 111.47 | 120.31 | 93% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers