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MDIHX vs TBWAX
MDIHX vs TBWAX Comparison
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MDIHX vs TBWAX Comparison Chart in %
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MDIHX vs. TBWAX commentary
Jun 03, 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: 44.6B vs. TBWAX (471M). 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 : 17.73 vs. TBWAX (11.90). MDIHX return over 5 years is better than : 27.94 vs. TBWAX (13.83).
| 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 | 9.436 | 3.297 | 286% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.6B | 471M | 9,469% |
| Annual Yield % from dividends | 1.85 | 1.04 | 178% |
| Returns for 1 year | 17.73 | 11.90 | 149% |
| Returns for 3 years | 46.99 | 37.97 | 124% |
| Returns for 5 years | 27.94 | 13.83 | 202% |
| Returns for 10 years | 123.06 | 89.50 | 137% |
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