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IVVYX vs MDIHX
IVVYX vs MDIHX Comparison
Open Charts IVVYX vs MDIHX
IVVYX vs MDIHX Comparison Chart in %
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IVVYX vs. MDIHX commentary
Aug 25, 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 IVVYX is a StrongBuy and MDIHX is a Hold.
FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 44.5B vs. IVVYX (1.36B). MDIHX pays higher dividends than IVVYX: MDIHX (1.83) vs IVVYX (1.03). IVVYX was incepted earlier than MDIHX: IVVYX (23 years) vs MDIHX (21 years). IVVYX (1.30) is less costly to investors than MDIHX (1.10). IVVYX is a more actively managed with annual turnover of: 108.00 vs. MDIHX (2.00). IVVYX (0) and MDIHX (0) have matching initial minimum investment requirements. MDIHX annual gain was more profitable for investors over the last year : 16.25 vs. IVVYX (2.56). MDIHX return over 5 years is better than : 33.65 vs. IVVYX (26.99).
| IVVYX | MDIHX | IVVYX / MDIHX | |
| Total Expense Ratio | 1.02 | 1.08 | 94% |
| Annual Report Gross Expense Ratio | 1.30 | 1.10 | 118% |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | 11.731 | 14.228 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 44.5B | 3% |
| Annual Yield % from dividends | 1.03 | 1.83 | 56% |
| Returns for 1 year | 2.56 | 16.25 | 16% |
| Returns for 3 years | 38.50 | 55.59 | 69% |
| Returns for 5 years | 26.99 | 33.65 | 80% |
| Returns for 10 years | 69.57 | 125.19 | 56% |
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