Interact to see
Advertisement
Advertisement
HSWFX vs MDIHX
HSWFX vs MDIHX Comparison
Open Charts HSWFX vs MDIHX
HSWFX vs MDIHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HSWFX vs. MDIHX commentary
Jun 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 HSWFX is a Hold and MDIHX is a Hold.
FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 44.6B vs. HSWFX (9.76B). HSWFX pays higher dividends than MDIHX: HSWFX (2.64) vs MDIHX (1.85). HSWFX was incepted earlier than MDIHX: HSWFX (9 years) vs MDIHX (21 years). MDIHX (1.10) is less costly to investors than HSWFX (0.69). HSWFX is a more actively managed with annual turnover of: 35.00 vs. MDIHX (2.00). MDIHX has a lower initial minimum investment than HSWFX: MDIHX (0) vs HSWFX (1000000). HSWFX (17.82) and MDIHX (17.73) have marching annual gain over last year. HSWFX return over 5 years is better than : 40.19 vs. MDIHX (27.94).
| HSWFX | MDIHX | HSWFX / MDIHX | |
| Total Expense Ratio | 0.69 | 1.08 | 64% |
| Annual Report Gross Expense Ratio | 0.69 | 1.10 | 63% |
| Fund Existence | 9 years | 21 years | - |
| Gain YTD | 8.545 | 9.436 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.76B | 44.6B | 22% |
| Annual Yield % from dividends | 2.64 | 1.85 | 143% |
| Returns for 1 year | 17.82 | 17.73 | 100% |
| Returns for 3 years | 53.16 | 46.99 | 113% |
| Returns for 5 years | 40.19 | 27.94 | 144% |
| Returns for 10 years | N/A | 123.06 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement