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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 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 MWSTX is a Hold.
FUNDAMENTALS
Fundamentals
BASIX has more cash in the bank: 49B vs. MWSTX (59.5M). MWSTX pays higher dividends than BASIX: MWSTX (5.30) vs BASIX (4.50). BASIX was incepted earlier than MWSTX: BASIX (19 years) vs MWSTX (23 years). MWSTX (1.43) 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). MWSTX (4.37) and BASIX (4.36) have marching annual gain over last year. MWSTX return over 5 years is better than : 17.56 vs. BASIX (13.74).
| BASIX | MWSTX | BASIX / MWSTX | |
| Total Expense Ratio | 0.98 | 1.04 | 94% |
| Annual Report Gross Expense Ratio | 0.99 | 1.43 | 69% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 1.605 | 1.496 | 107% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49B | 59.5M | 82,353% |
| Annual Yield % from dividends | 4.50 | 5.30 | 85% |
| Returns for 1 year | 4.36 | 4.37 | 100% |
| Returns for 3 years | 21.62 | 22.08 | 98% |
| Returns for 5 years | 13.74 | 17.56 | 78% |
| Returns for 10 years | 38.03 | 39.95 | 95% |
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