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BASIX vs MWSTX
BASIX vs MWSTX Comparison
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BASIX vs MWSTX Comparison Chart in %
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BASIX vs. MWSTX 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 MWSTX is a Hold.
FUNDAMENTALS
Fundamentals
BASIX has more cash in the bank: 48.4B vs. MWSTX (58.8M). MWSTX pays higher dividends than BASIX: MWSTX (4.91) vs BASIX (4.50). BASIX was incepted earlier than MWSTX: BASIX (19 years) vs MWSTX (23 years). MWSTX (1.51) is less costly to investors than BASIX (0.99). BASIX is a more actively managed with annual turnover of: 1006.00 vs. MWSTX (302.00). BASIX has a lower initial minimum investment than MWSTX: BASIX (1000) vs MWSTX (5000). BASIX (4.25) and MWSTX (4.12) have marching annual gain over last year. MWSTX return over 5 years is better than : 16.64 vs. BASIX (13.05).
| BASIX | MWSTX | BASIX / MWSTX | |
| Total Expense Ratio | 0.98 | 1.04 | 94% |
| Annual Report Gross Expense Ratio | 0.99 | 1.51 | 66% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 1.185 | 1.096 | 108% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.4B | 58.8M | 82,313% |
| Annual Yield % from dividends | 4.50 | 4.91 | 92% |
| Returns for 1 year | 4.25 | 4.12 | 103% |
| Returns for 3 years | 19.67 | 20.21 | 97% |
| Returns for 5 years | 13.05 | 16.64 | 78% |
| Returns for 10 years | 38.17 | 39.57 | 96% |
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