MDIHX
Price
$30.56
Change
-$0.12 (-0.39%)
Updated
Sep 11 closing price
Net Assets
42.82B
PEQUX
Price
$21.47
Change
+$0.13 (+0.61%)
Updated
Sep 11 closing price
Net Assets
1.05B
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MDIHX vs PEQUX

MDIHX vs PEQUX Comparison Chart in %
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MDIHX vs. PEQUX commentary
Sep 13, 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 PEQUX is a Hold.

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FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 42.8B vs. PEQUX (1.05B). PEQUX pays higher dividends than MDIHX: PEQUX (5.99) vs MDIHX (1.78). MDIHX was incepted earlier than PEQUX: MDIHX (21 years) vs PEQUX (32 years). PEQUX (1.14) and MDIHX (1.10) have similar cost to investors . PEQUX is a more actively managed with annual turnover of: 29.00 vs. MDIHX (1.00). MDIHX (0) and PEQUX (0) have matching initial minimum investment requirements. PEQUX annual gain was more profitable for investors over the last year : 23.88 vs. MDIHX (13.36). MDIHX return over 5 years is better than : 29.60 vs. PEQUX (16.07).
MDIHXPEQUXMDIHX / PEQUX
Total Expense Ratio1.081.1495%
Annual Report Gross Expense Ratio1.101.1496%
Fund Existence21 years32 years-
Gain YTD12.12715.22780%
Front LoadN/A6%-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets42.8B1.05B4,088%
Annual Yield % from dividends1.785.9930%
Returns for 1 year13.3623.8856%
Returns for 3 years51.4475.3868%
Returns for 5 years29.6016.07184%
Returns for 10 years123.68102.66120%
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