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IVIAX vs MDIHX
IVIAX vs MDIHX Comparison
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IVIAX vs MDIHX Comparison Chart in %
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IVIAX 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 IVIAX is a StrongBuy and MDIHX is a Hold.
FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 43.7B vs. IVIAX (1.33B). MDIHX pays higher dividends than IVIAX: MDIHX (1.83) vs IVIAX (1.05). IVIAX was incepted earlier than MDIHX: IVIAX (29 years) vs MDIHX (21 years). IVIAX (1.30) is less costly to investors than MDIHX (1.10). IVIAX is a more actively managed with annual turnover of: 108.00 vs. MDIHX (2.00). MDIHX has a lower initial minimum investment than IVIAX: MDIHX (0) vs IVIAX (1000). MDIHX annual gain was more profitable for investors over the last year : 18.20 vs. IVIAX (2.40). MDIHX return over 5 years is better than : 31.41 vs. IVIAX (23.89).
| IVIAX | MDIHX | IVIAX / MDIHX | |
| Total Expense Ratio | 1.02 | 1.08 | 94% |
| Annual Report Gross Expense Ratio | 1.30 | 1.10 | 118% |
| Fund Existence | 29 years | 21 years | - |
| Gain YTD | 7.716 | 10.984 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 43.7B | 3% |
| Annual Yield % from dividends | 1.05 | 1.83 | 58% |
| Returns for 1 year | 2.40 | 18.20 | 13% |
| Returns for 3 years | 27.61 | 44.32 | 62% |
| Returns for 5 years | 23.89 | 31.41 | 76% |
| Returns for 10 years | 67.09 | 121.95 | 55% |
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