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MDIHX vs TBWAX
MDIHX vs TBWAX Comparison
Open Charts MDIHX vs TBWAX
MFS Intl Diversification R3
Price$22.34
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets36.56B
Thornburg Better World International A
Price$18.04
Change-$0.15 (-0.82%)
VolumeN/A
Net Assets459.59M
MDIHX vs TBWAX Comparison Chart
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MDIHX vs. TBWAX commentary
Apr 11, 2025
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 Buy.
FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 36.6B vs. TBWAX (460M). MDIHX pays higher dividends than TBWAX: MDIHX (2.17) vs TBWAX (0.78). MDIHX was incepted earlier than TBWAX: MDIHX (20 years) vs TBWAX (10 years). TBWAX (1.58) is less costly to investors than MDIHX (1.09). TBWAX is a more actively managed with annual turnover of: 140.89 vs. MDIHX (3.00). 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 : 4.27 vs. MDIHX (1.73). TBWAX return over 5 years is better than : 54.37 vs. MDIHX (39.23).
| MDIHX | TBWAX | MDIHX / TBWAX | |
| Total Expense Ratio | 1.08 | 1.58 | 68% |
| Annual Report Gross Expense Ratio | 1.09 | 1.58 | 69% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | -0.134 | 0.951 | -14% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.6B | 460M | 7,957% |
| Annual Yield % from dividends | 2.17 | 0.78 | 279% |
| Returns for 1 year | 1.73 | 4.27 | 40% |
| Returns for 3 years | 7.07 | 9.84 | 72% |
| Returns for 5 years | 39.23 | 54.37 | 72% |
| Returns for 10 years | 55.65 | N/A | - |
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