MDIHX
Price
$26.86
Change
+$0.02 (+0.07%)
Updated
Aug 28 closing price
Net Assets
43.73B
TRERX
Price
$16.88
Change
+$0.10 (+0.60%)
Updated
Aug 28 closing price
Net Assets
6.7B
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MDIHX vs TRERX

Header iconMDIHX vs TRERX Comparison
Open Charts MDIHX vs TRERXBanner chart's image
MFS Intl Diversification R3
Price$26.86
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets43.73B
Nuveen International Eq Retire
Price$16.88
Change+$0.10 (+0.60%)
VolumeN/A
Net Assets6.7B
MDIHX vs TRERX Comparison Chart in %
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MDIHX vs. TRERX commentary
Aug 29, 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 TRERX is a Buy.

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FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 43.7B vs. TRERX (6.7B). MDIHX (1.97) and TRERX (1.88) have matching dividends . MDIHX was incepted earlier than TRERX: MDIHX (20 years) vs TRERX (23 years). MDIHX (1.09) is less costly to investors than TRERX (0.71). TRERX is a more actively managed with annual turnover of: 13.00 vs. MDIHX (2.00). MDIHX (0) and TRERX (0) have matching initial minimum investment requirements. MDIHX (13.11) and TRERX (12.52) have marching annual gain over last year. TRERX return over 5 years is better than : 50.50 vs. MDIHX (34.97).
MDIHXTRERXMDIHX / TRERX
Total Expense Ratio1.080.71152%
Annual Report Gross Expense Ratio1.090.71154%
Fund Existence20 years23 years-
Gain YTD20.14321.50694%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets43.7B6.7B652%
Annual Yield % from dividends1.971.88105%
Returns for 1 year13.1112.52105%
Returns for 3 years43.5651.5884%
Returns for 5 years34.9750.5069%
Returns for 10 years104.0565.45159%
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