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BASIX vs MWSIX
BASIX vs MWSIX Comparison
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BASIX vs MWSIX Comparison Chart in %
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BASIX vs. MWSIX commentary
Aug 23, 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 BASIX is a Hold and MWSIX is a Hold.
FUNDAMENTALS
Fundamentals
BASIX has more cash in the bank: 49B vs. MWSIX (59.5M). MWSIX pays higher dividends than BASIX: MWSIX (5.54) vs BASIX (4.50). BASIX was incepted earlier than MWSIX: BASIX (19 years) vs MWSIX (22 years). MWSIX (1.10) is less costly to investors than BASIX (0.99). BASIX is a more actively managed with annual turnover of: 1006.00 vs. MWSIX (302.00). BASIX has a lower initial minimum investment than MWSIX: BASIX (1000) vs MWSIX (3000000). MWSIX annual gain was more profitable for investors over the last year : 4.79 vs. BASIX (4.36). MWSIX return over 5 years is better than : 19.14 vs. BASIX (13.74).
| BASIX | MWSIX | BASIX / MWSIX | |
| Total Expense Ratio | 0.98 | 0.80 | 122% |
| Annual Report Gross Expense Ratio | 0.99 | 1.10 | 90% |
| Fund Existence | 19 years | 22 years | - |
| Gain YTD | 1.605 | 1.806 | 89% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49B | 59.5M | 82,353% |
| Annual Yield % from dividends | 4.50 | 5.54 | 81% |
| Returns for 1 year | 4.36 | 4.79 | 91% |
| Returns for 3 years | 21.62 | 23.34 | 93% |
| Returns for 5 years | 13.74 | 19.14 | 72% |
| Returns for 10 years | 38.03 | 43.54 | 87% |
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