MDIHX
Price
$29.38
Change
+$0.25 (+0.86%)
Updated
Jun 29 closing price
Net Assets
43.17B
MRSJX
Price
$28.58
Change
+$0.23 (+0.81%)
Updated
Jun 29 closing price
Net Assets
17.44B
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MDIHX vs MRSJX

MDIHX vs MRSJX Comparison Chart in %
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MDIHX vs. MRSJX commentary
Jun 30, 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 MDIHX is a Hold and MRSJX is a Hold.

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FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 43.2B vs. MRSJX (17.4B). MDIHX (1.85) and MRSJX (1.79) have matching dividends . MDIHX was incepted earlier than MRSJX: MDIHX (21 years) vs MRSJX (21 years). MDIHX (1.10) is less costly to investors than MRSJX (0.75). MRSJX is a more actively managed with annual turnover of: 27.00 vs. MDIHX (2.00). MDIHX annual gain was more profitable for investors over the last year : 13.22 vs. MRSJX (10.86). MRSJX return over 5 years is better than : 29.43 vs. MDIHX (26.88).
MDIHXMRSJXMDIHX / MRSJX
Total Expense Ratio1.080.74146%
Annual Report Gross Expense Ratio1.100.75147%
Fund Existence21 years21 years-
Gain YTD7.3728.78784%
Front LoadN/AN/A-
Min. Initial Investment0N/A-
Min. Initial Investment IRAN/AN/A-
Net Assets43.2B17.4B248%
Annual Yield % from dividends1.851.79103%
Returns for 1 year13.2210.86122%
Returns for 3 years42.3736.98115%
Returns for 5 years26.8829.4391%
Returns for 10 years120.54125.2396%
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