Interact to see
Advertisement
Advertisement
HSWTX vs MDIHX
HSWTX vs MDIHX Comparison
Open Charts HSWTX vs MDIHX
HSWTX vs MDIHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HSWTX 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 HSWTX is a Buy and MDIHX is a Hold.
FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 43.7B vs. HSWTX (9.52B). HSWTX pays higher dividends than MDIHX: HSWTX (2.49) vs MDIHX (1.83). HSWTX was incepted earlier than MDIHX: HSWTX (10 years) vs MDIHX (21 years). MDIHX (1.10) is less costly to investors than HSWTX (0.79). HSWTX is a more actively managed with annual turnover of: 35.00 vs. MDIHX (2.00). HSWTX (0) and MDIHX (0) have matching initial minimum investment requirements. HSWTX annual gain was more profitable for investors over the last year : 20.70 vs. MDIHX (18.20). HSWTX return over 5 years is better than : 43.58 vs. MDIHX (31.41).
| HSWTX | MDIHX | HSWTX / MDIHX | |
| Total Expense Ratio | 0.79 | 1.08 | 73% |
| Annual Report Gross Expense Ratio | 0.79 | 1.10 | 72% |
| Fund Existence | 10 years | 21 years | - |
| Gain YTD | 9.889 | 10.984 | 90% |
| 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 | 2.49 | 1.83 | 136% |
| Returns for 1 year | 20.70 | 18.20 | 114% |
| Returns for 3 years | 53.18 | 44.32 | 120% |
| Returns for 5 years | 43.58 | 31.41 | 139% |
| Returns for 10 years | N/A | 121.95 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement