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IUESX vs MDIHX
IUESX vs MDIHX Comparison
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IUESX vs MDIHX Comparison Chart in %
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IUESX 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 IUESX is a Buy and MDIHX is a Hold.
FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 43.7B vs. IUESX (1.61B). IUESX pays higher dividends than MDIHX: IUESX (2.28) vs MDIHX (1.83). IUESX was incepted earlier than MDIHX: IUESX (15 years) vs MDIHX (21 years). MDIHX (1.10) is less costly to investors than IUESX (0.97). IUESX is a more actively managed with annual turnover of: 55.00 vs. MDIHX (2.00). MDIHX has a lower initial minimum investment than IUESX: MDIHX (0) vs IUESX (1000000). IUESX annual gain was more profitable for investors over the last year : 21.10 vs. MDIHX (18.20). MDIHX (31.41) and IUESX (30.89) have equivalent 5 years return.
| IUESX | MDIHX | IUESX / MDIHX | |
| Total Expense Ratio | 0.75 | 1.08 | 69% |
| Annual Report Gross Expense Ratio | 0.97 | 1.10 | 88% |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | 12.623 | 10.984 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 43.7B | 4% |
| Annual Yield % from dividends | 2.28 | 1.83 | 125% |
| Returns for 1 year | 21.10 | 18.20 | 116% |
| Returns for 3 years | 49.62 | 44.32 | 112% |
| Returns for 5 years | 30.89 | 31.41 | 98% |
| Returns for 10 years | 123.45 | 121.95 | 101% |
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