Interact to see
Advertisement
Advertisement
BASIX vs MWSIX
BASIX vs MWSIX Comparison
Open Charts BASIX vs MWSIX
BASIX vs MWSIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BASIX vs. MWSIX commentary
Aug 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 BASIX is a Hold and MWSIX is a Hold.
FUNDAMENTALS
Fundamentals
BASIX has more cash in the bank: 48.4B vs. MWSIX (58.8M). MWSIX pays higher dividends than BASIX: MWSIX (5.13) vs BASIX (4.50). BASIX was incepted earlier than MWSIX: BASIX (19 years) vs MWSIX (22 years). MWSIX (1.26) 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 : 4.53 vs. BASIX (4.25). MWSIX return over 5 years is better than : 18.19 vs. BASIX (13.05).
| BASIX | MWSIX | BASIX / MWSIX | |
| Total Expense Ratio | 0.98 | 0.80 | 122% |
| Annual Report Gross Expense Ratio | 0.99 | 1.26 | 79% |
| Fund Existence | 19 years | 22 years | - |
| Gain YTD | 1.185 | 1.384 | 86% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.4B | 58.8M | 82,313% |
| Annual Yield % from dividends | 4.50 | 5.13 | 88% |
| Returns for 1 year | 4.25 | 4.53 | 94% |
| Returns for 3 years | 19.67 | 21.23 | 93% |
| Returns for 5 years | 13.05 | 18.19 | 72% |
| Returns for 10 years | 38.17 | 42.95 | 89% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| KSPY | 29.70 | 0.17 | +0.59% |
| KraneShares Hedgeye Hedged Eq Idx ETF | |||
| NUW | 13.96 | 0.01 | +0.07% |
| Nuveen AMT-Free Municipal Value Fund | |||
| CRDT | 23.22 | -0.06 | -0.26% |
| Simplify Opportunistic Income ETF | |||
| DDWM | 46.87 | -0.19 | -0.41% |
| WisdomTree Dynamic International Eq ETF | |||
| NVTX | 15.43 | -0.45 | -2.86% |
| Tradr 2X Long NVTS Daily ETF | |||