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MDIHX vs TBWAX
MDIHX vs TBWAX Comparison
Open Charts MDIHX vs TBWAX
MFS Intl Diversification R3
Price$23.37
Change-$0.19 (-0.81%)
VolumeN/A
CapitalizationN/A
Thornburg Better World International A
Price$18.21
Change-$0.16 (-0.87%)
VolumeN/A
CapitalizationN/A
MDIHX vs TBWAX Comparison Chart
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MDIHX vs. TBWAX commentary
Nov 14, 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 Sell.
FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 38B vs. TBWAX (536M). 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 : 13.19 vs. MDIHX (12.07). TBWAX return over 5 years is better than : 35.21 vs. MDIHX (22.22).
| 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 | 7.498 | 7.688 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38B | 536M | 7,090% |
| Annual Yield % from dividends | 2.27 | 1.00 | 227% |
| Returns for 1 year | 12.07 | 13.19 | 92% |
| Returns for 3 years | -4.62 | -18.37 | 25% |
| Returns for 5 years | 22.22 | 35.21 | 63% |
| Returns for 10 years | 68.12 | N/A | - |
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