Ad is loading...
MDIHX vs TBWAX
MDIHX vs TBWAX Comparison
Open Charts MDIHX vs TBWAX
MFS Intl Diversification R3
Price$23.13
Change+$0.07 (+0.30%)
VolumeN/A
CapitalizationN/A
Thornburg Better World International A
Price$17.92
Change+$0.05 (+0.28%)
VolumeN/A
CapitalizationN/A
MDIHX vs TBWAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MDIHX vs. TBWAX commentary
Dec 24, 2024
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 TBWAX is a Hold.
FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 37.1B vs. TBWAX (487M). MDIHX pays higher dividends than TBWAX: MDIHX (2.27) vs TBWAX (1.00). MDIHX was incepted earlier than TBWAX: MDIHX (20 years) vs TBWAX (9 years). TBWAX is a more actively managed with annual turnover of: 140.89 vs. MDIHX (7.00). MDIHX has a lower initial minimum investment than TBWAX: MDIHX (0) vs TBWAX (5000). TBWAX annual gain was more profitable for investors over the last year : 8.49 vs. MDIHX (6.00). TBWAX return over 5 years is better than : 29.30 vs. MDIHX (16.38).
| MDIHX | TBWAX | MDIHX / TBWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | 6.394 | 6.825 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.1B | 487M | 7,618% |
| Annual Yield % from dividends | 2.27 | 1.00 | 227% |
| Returns for 1 year | 6.00 | 8.49 | 71% |
| Returns for 3 years | -3.22 | -1.35 | 238% |
| Returns for 5 years | 16.38 | 29.30 | 56% |
| Returns for 10 years | 68.59 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...