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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
Jul 14, 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: 48.5B vs. MWSIX (58.5M). MWSIX pays higher dividends than BASIX: MWSIX (5.60) vs BASIX (4.43). BASIX was incepted earlier than MWSIX: BASIX (18 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 (5.38) and BASIX (5.32) have marching annual gain over last year. MWSIX return over 5 years is better than : 18.79 vs. BASIX (13.66).
| BASIX | MWSIX | BASIX / MWSIX | |
| Total Expense Ratio | 0.98 | 0.80 | 122% |
| Annual Report Gross Expense Ratio | 0.99 | 1.26 | 79% |
| Fund Existence | 18 years | 22 years | - |
| Gain YTD | 1.743 | 1.549 | 112% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.5B | 58.5M | 82,906% |
| Annual Yield % from dividends | 4.43 | 5.60 | 79% |
| Returns for 1 year | 5.32 | 5.38 | 99% |
| Returns for 3 years | 20.64 | 22.06 | 94% |
| Returns for 5 years | 13.66 | 18.79 | 73% |
| Returns for 10 years | 39.13 | 43.95 | 89% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EAOA | 44.78 | -0.01 | -0.03% |
| iShares ESG Aware 80/20 Agrsv Allc ETF | |||
| YEAR | 50.21 | -0.02 | -0.04% |
| AB Ultra Short Income ETF | |||
| CAM | 25.00 | -0.04 | -0.16% |
| AB California Intermediate Municipal ETF | |||
| PSF | 20.04 | -0.08 | -0.40% |
| COHEN & STEERS SELECT PREFERRED AND Income FUND | |||
| BRIF | 36.86 | -0.28 | -0.74% |
| FIS Bright Portfolios Focused Equity ETF | |||