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IVIFX vs MDIHX
IVIFX vs MDIHX Comparison
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IVIFX vs MDIHX Comparison Chart in %
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IVIFX vs. MDIHX commentary
Jul 14, 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 IVIFX is a Buy and MDIHX is a Hold.
FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 43.6B vs. IVIFX (1.35B). MDIHX pays higher dividends than IVIFX: MDIHX (1.86) vs IVIFX (0.40). IVIFX was incepted earlier than MDIHX: IVIFX (29 years) vs MDIHX (21 years). IVIFX (2.05) is less costly to investors than MDIHX (1.10). IVIFX is a more actively managed with annual turnover of: 108.00 vs. MDIHX (2.00). MDIHX has a lower initial minimum investment than IVIFX: MDIHX (0) vs IVIFX (1000). MDIHX annual gain was more profitable for investors over the last year : 15.63 vs. IVIFX (-0.61). MDIHX return over 5 years is better than : 28.57 vs. IVIFX (18.46).
| IVIFX | MDIHX | IVIFX / MDIHX | |
| Total Expense Ratio | 1.77 | 1.08 | 164% |
| Annual Report Gross Expense Ratio | 2.05 | 1.10 | 186% |
| Fund Existence | 29 years | 21 years | - |
| Gain YTD | 8.766 | 9.362 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 43.6B | 3% |
| Annual Yield % from dividends | 0.40 | 1.86 | 21% |
| Returns for 1 year | -0.61 | 15.63 | -4% |
| Returns for 3 years | 24.70 | 41.45 | 60% |
| Returns for 5 years | 18.46 | 28.57 | 65% |
| Returns for 10 years | 57.23 | 121.91 | 47% |
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