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HSWYX vs MDIHX
HSWYX vs MDIHX Comparison
Open Charts HSWYX vs MDIHX
HSWYX vs MDIHX Comparison Chart in %
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HSWYX vs. MDIHX commentary
Aug 23, 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 HSWYX is a Buy and MDIHX is a Hold.
FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 44.5B vs. HSWYX (9.57B). HSWYX pays higher dividends than MDIHX: HSWYX (2.47) vs MDIHX (1.83). HSWYX was incepted earlier than MDIHX: HSWYX (10 years) vs MDIHX (21 years). MDIHX (1.10) is less costly to investors than HSWYX (0.80). HSWYX is a more actively managed with annual turnover of: 35.00 vs. MDIHX (2.00). MDIHX has a lower initial minimum investment than HSWYX: MDIHX (0) vs HSWYX (250000). HSWYX (19.12) and MDIHX (18.23) have marching annual gain over last year. HSWYX return over 5 years is better than : 48.32 vs. MDIHX (36.46).
| HSWYX | MDIHX | HSWYX / MDIHX | |
| Total Expense Ratio | 0.80 | 1.08 | 74% |
| Annual Report Gross Expense Ratio | 0.80 | 1.10 | 73% |
| Fund Existence | 10 years | 21 years | - |
| Gain YTD | 13.088 | 14.596 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.57B | 44.5B | 22% |
| Annual Yield % from dividends | 2.47 | 1.83 | 135% |
| Returns for 1 year | 19.12 | 18.23 | 105% |
| Returns for 3 years | 65.88 | 56.53 | 117% |
| Returns for 5 years | 48.32 | 36.46 | 133% |
| Returns for 10 years | N/A | 123.15 | - |
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