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JAOSX vs MDIHX
JAOSX vs MDIHX Comparison
Open Charts JAOSX vs MDIHX
JAOSX vs MDIHX Comparison Chart in %
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JAOSX vs. MDIHX commentary
Jun 04, 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 JAOSX is a Buy and MDIHX is a Hold.
FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 44.6B vs. JAOSX (4.28B). MDIHX pays higher dividends than JAOSX: MDIHX (1.85) vs JAOSX (1.04). JAOSX was incepted earlier than MDIHX: JAOSX (32 years) vs MDIHX (21 years). MDIHX (1.10) is less costly to investors than JAOSX (0.94). JAOSX is a more actively managed with annual turnover of: 42.00 vs. MDIHX (2.00). MDIHX has a lower initial minimum investment than JAOSX: MDIHX (0) vs JAOSX (2500). JAOSX annual gain was more profitable for investors over the last year : 29.65 vs. MDIHX (17.73). JAOSX return over 5 years is better than : 56.35 vs. MDIHX (27.94).
| JAOSX | MDIHX | JAOSX / MDIHX | |
| Total Expense Ratio | 0.94 | 1.08 | 87% |
| Annual Report Gross Expense Ratio | 0.94 | 1.10 | 85% |
| Fund Existence | 32 years | 21 years | - |
| Gain YTD | 14.657 | 9.436 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.28B | 44.6B | 10% |
| Annual Yield % from dividends | 1.04 | 1.85 | 56% |
| Returns for 1 year | 29.65 | 17.73 | 167% |
| Returns for 3 years | 62.20 | 46.99 | 132% |
| Returns for 5 years | 56.35 | 27.94 | 202% |
| Returns for 10 years | 205.06 | 123.06 | 167% |
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