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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
Jun 24, 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: 44.3B vs. TBWAX (463M). MDIHX pays higher dividends than TBWAX: MDIHX (1.85) vs TBWAX (1.04). 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 (2.00). MDIHX has a lower initial minimum investment than TBWAX: MDIHX (0) vs TBWAX (5000). MDIHX annual gain was more profitable for investors over the last year : 19.18 vs. TBWAX (11.84). MDIHX return over 5 years is better than : 28.77 vs. TBWAX (3.33).
| 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 | 9.878 | 1.465 | 674% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.3B | 463M | 9,568% |
| Annual Yield % from dividends | 1.85 | 1.04 | 178% |
| Returns for 1 year | 19.18 | 11.84 | 162% |
| Returns for 3 years | 47.72 | 35.68 | 134% |
| Returns for 5 years | 28.77 | 3.33 | 865% |
| Returns for 10 years | 135.25 | 94.34 | 143% |
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