MDIHX
Price
$29.38
Change
+$0.08 (+0.27%)
Updated
Jul 24 closing price
Net Assets
42.8B
PEQYX
Price
$21.56
Change
-$0.16 (-0.74%)
Updated
Jul 24 closing price
Net Assets
1.01B
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MDIHX vs PEQYX

MDIHX vs PEQYX Comparison Chart in %
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MDIHX vs. PEQYX commentary
Jul 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 MDIHX is a Hold and PEQYX is a Buy.

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FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 42.8B vs. PEQYX (1.01B). PEQYX pays higher dividends than MDIHX: PEQYX (5.92) vs MDIHX (1.86). MDIHX was incepted earlier than PEQYX: MDIHX (21 years) vs PEQYX (24 years). MDIHX (1.10) is less costly to investors than PEQYX (0.89). PEQYX is a more actively managed with annual turnover of: 29.00 vs. MDIHX (2.00). MDIHX (0) and PEQYX (0) have matching initial minimum investment requirements. PEQYX annual gain was more profitable for investors over the last year : 23.10 vs. MDIHX (11.73). MDIHX return over 5 years is better than : 28.13 vs. PEQYX (15.63).
MDIHXPEQYXMDIHX / PEQYX
Total Expense Ratio1.080.89121%
Annual Report Gross Expense Ratio1.100.89124%
Fund Existence21 years24 years-
Gain YTD8.29310.87376%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets42.8B1.01B4,225%
Annual Yield % from dividends1.865.9231%
Returns for 1 year11.7323.1051%
Returns for 3 years40.2563.5863%
Returns for 5 years28.1315.63180%
Returns for 10 years118.22101.26117%
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