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HSWRX vs MDIHX
HSWRX vs MDIHX Comparison
Open Charts HSWRX vs MDIHX
HSWRX vs MDIHX Comparison Chart in %
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HSWRX vs. MDIHX commentary
Sep 13, 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 HSWRX is a StrongBuy and MDIHX is a Hold.
FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 42.8B vs. HSWRX (9.18B). HSWRX pays higher dividends than MDIHX: HSWRX (2.03) vs MDIHX (1.78). HSWRX was incepted earlier than MDIHX: HSWRX (10 years) vs MDIHX (21 years). HSWRX (1.37) is less costly to investors than MDIHX (1.10). HSWRX is a more actively managed with annual turnover of: 35.00 vs. MDIHX (1.00). HSWRX (0) and MDIHX (0) have matching initial minimum investment requirements. MDIHX annual gain was more profitable for investors over the last year : 13.36 vs. HSWRX (12.05). HSWRX return over 5 years is better than : 34.57 vs. MDIHX (29.60).
| HSWRX | MDIHX | HSWRX / MDIHX | |
| Total Expense Ratio | 1.37 | 1.08 | 127% |
| Annual Report Gross Expense Ratio | 1.37 | 1.10 | 125% |
| Fund Existence | 10 years | 21 years | - |
| Gain YTD | 8.850 | 12.127 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.18B | 42.8B | 21% |
| Annual Yield % from dividends | 2.03 | 1.78 | 114% |
| Returns for 1 year | 12.05 | 13.36 | 90% |
| Returns for 3 years | 56.02 | 51.44 | 109% |
| Returns for 5 years | 34.57 | 29.60 | 117% |
| Returns for 10 years | N/A | 123.68 | - |
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