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HSWFX vs MDIHX
HSWFX vs MDIHX Comparison
Open Charts HSWFX vs MDIHX
HSWFX vs MDIHX Comparison Chart in %
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HSWFX vs. MDIHX commentary
Jul 22, 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 Buy and MDIHX is a Hold.
FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 42.8B vs. HSWFX (9.28B). HSWFX pays higher dividends than MDIHX: HSWFX (2.61) vs MDIHX (1.86). 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 annual gain was more profitable for investors over the last year : 14.99 vs. MDIHX (13.22). HSWFX return over 5 years is better than : 40.38 vs. MDIHX (27.87).
| 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 | 6.605 | 7.777 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.28B | 42.8B | 22% |
| Annual Yield % from dividends | 2.61 | 1.86 | 140% |
| Returns for 1 year | 14.99 | 13.22 | 113% |
| Returns for 3 years | 48.23 | 40.28 | 120% |
| Returns for 5 years | 40.38 | 27.87 | 145% |
| Returns for 10 years | N/A | 118.00 | - |
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