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MEDAX vs MEDFX
MEDAX vs MEDFX Comparison
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MEDAX vs MEDFX Comparison Chart in %
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MEDAX vs. MEDFX commentary
Jul 04, 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 MEDAX is a Hold and MEDFX is a Hold.
FUNDAMENTALS
Fundamentals
MEDAX (7.64B) and MEDFX (7.64B) have equal amount of cash in the bank . MEDAX (5.17) and MEDFX (5.16) have matching dividends . MEDAX was incepted earlier than MEDFX: MEDAX (28 years) vs MEDFX (18 years). MEDAX (1.08) and MEDFX (1.08) have similar cost to investors . MEDAX (69.00) and MEDFX (69.00) have comparable annual turnover. MEDFX has a lower initial minimum investment than MEDAX: MEDFX (0) vs MEDAX (1000). MEDAX (10.12) and MEDFX (10.12) have marching annual gain over last year. MEDFX (13.62) and MEDAX (13.61) have equivalent 5 years return.
| MEDAX | MEDFX | MEDAX / MEDFX | |
| Total Expense Ratio | 1.07 | 1.07 | 100% |
| Annual Report Gross Expense Ratio | 1.08 | 1.08 | 100% |
| Fund Existence | 28 years | 18 years | - |
| Gain YTD | 2.817 | 2.817 | 100% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.64B | 7.64B | 100% |
| Annual Yield % from dividends | 5.17 | 5.16 | 100% |
| Returns for 1 year | 10.12 | 10.12 | 100% |
| Returns for 3 years | 31.35 | 31.45 | 100% |
| Returns for 5 years | 13.61 | 13.62 | 100% |
| Returns for 10 years | 42.04 | 42.14 | 100% |
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