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MDIHX vs TBWAX
MDIHX vs TBWAX Comparison
Open Charts MDIHX vs TBWAX
MDIHX vs TBWAX Comparison Chart in %
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MDIHX vs. TBWAX commentary
Sep 22, 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 TBWAX is a Hold.
FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 42.3B vs. TBWAX (454M). MDIHX pays higher dividends than TBWAX: MDIHX (1.78) vs TBWAX (1.01). MDIHX was incepted earlier than TBWAX: MDIHX (21 years) vs TBWAX (11 years). TBWAX (1.56) is less costly to investors than MDIHX (1.10). TBWAX is a more actively managed with annual turnover of: 39.30 vs. MDIHX (1.00). MDIHX has a lower initial minimum investment than TBWAX: MDIHX (0) vs TBWAX (1000). MDIHX annual gain was more profitable for investors over the last year : 12.49 vs. TBWAX (9.41). MDIHX return over 5 years is better than : 31.48 vs. TBWAX (6.42).
| MDIHX | TBWAX | MDIHX / TBWAX | |
| Total Expense Ratio | 1.08 | 1.42 | 76% |
| Annual Report Gross Expense Ratio | 1.10 | 1.56 | 71% |
| Fund Existence | 21 years | 11 years | - |
| Gain YTD | 11.353 | 4.075 | 279% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.3B | 454M | 9,317% |
| Annual Yield % from dividends | 1.78 | 1.01 | 177% |
| Returns for 1 year | 12.49 | 9.41 | 133% |
| Returns for 3 years | 52.82 | 42.91 | 123% |
| Returns for 5 years | 31.48 | 6.42 | 491% |
| Returns for 10 years | 116.18 | 74.42 | 156% |
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