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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
Aug 03, 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 Buy and MDIHX is a Hold.
FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 43.7B vs. HSWRX (9.52B). HSWRX pays higher dividends than MDIHX: HSWRX (2.07) vs MDIHX (1.83). 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 (2.00). HSWRX (0) and MDIHX (0) have matching initial minimum investment requirements. HSWRX annual gain was more profitable for investors over the last year : 20.02 vs. MDIHX (18.20). HSWRX return over 5 years is better than : 39.46 vs. MDIHX (31.41).
| 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 | 9.595 | 10.984 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.52B | 43.7B | 22% |
| Annual Yield % from dividends | 2.07 | 1.83 | 113% |
| Returns for 1 year | 20.02 | 18.20 | 110% |
| Returns for 3 years | 50.61 | 44.32 | 114% |
| Returns for 5 years | 39.46 | 31.41 | 126% |
| Returns for 10 years | N/A | 121.95 | - |
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