Interact to see
Advertisement
Advertisement
HRIOX vs MIDCX
HRIOX vs MIDCX Comparison
Open Charts HRIOX vs MIDCX
HRIOX vs MIDCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
MIDCX has more cash in the bank: 7.63B vs. HRIOX (596M). HRIOX pays higher dividends than MIDCX: HRIOX (0.95) vs MIDCX (0.65). HRIOX was incepted earlier than MIDCX: HRIOX (5 years) vs MIDCX (26 years). HRIOX (2.12) and MIDCX (2.04) have similar cost to investors . HRIOX is a more actively managed with annual turnover of: 220.00 vs. MIDCX (17.00). MIDCX has a lower initial minimum investment than HRIOX: MIDCX (1000) vs HRIOX (25000). HRIOX annual gain was more profitable for investors over the last year : 66.54 vs. MIDCX (5.89).
| HRIOX | MIDCX | HRIOX / MIDCX | |
| Total Expense Ratio | 1.25 | 2.03 | 62% |
| Annual Report Gross Expense Ratio | 2.12 | 2.04 | 104% |
| Fund Existence | 5 years | 26 years | - |
| Gain YTD | 34.511 | 6.350 | 544% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 1000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 596M | 7.63B | 8% |
| Annual Yield % from dividends | 0.95 | 0.65 | 147% |
| Returns for 1 year | 66.54 | 5.89 | 1,130% |
| Returns for 3 years | 140.27 | 14.46 | 970% |
| Returns for 5 years | N/A | -9.77 | - |
| Returns for 10 years | N/A | 24.15 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement