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DODGX vs MSMIX
DODGX vs MSMIX Comparison
Open Charts DODGX vs MSMIX
NYLI WMC Value Investor Class
Price$30.43
Change+$0.16 (+0.53%)
VolumeN/A
Net Assets937.94M
DODGX vs MSMIX Comparison Chart in %
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DODGX vs. MSMIX commentary
Jun 26, 2025
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 DODGX is a Buy and MSMIX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. MSMIX (938M). DODGX pays higher dividends than MSMIX: DODGX (1.40) vs MSMIX (1.12). DODGX was incepted earlier than MSMIX: DODGX (61 years) vs MSMIX (17 years). MSMIX (1.27) is less costly to investors than DODGX (0.51). MSMIX is a more actively managed with annual turnover of: 38.00 vs. DODGX (15.00). MSMIX has a lower initial minimum investment than DODGX: MSMIX (1000) vs DODGX (2500). MSMIX annual gain was more profitable for investors over the last year : 5.17 vs. DODGX (4.91). DODGX return over 5 years is better than : 75.18 vs. MSMIX (-15.14).
| DODGX | MSMIX | DODGX / MSMIX | |
| Total Expense Ratio | 0.51 | 1.27 | 40% |
| Annual Report Gross Expense Ratio | 0.51 | 1.27 | 40% |
| Fund Existence | 61 years | 17 years | - |
| Gain YTD | 4.738 | 3.644 | 130% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 938M | 12,154% |
| Annual Yield % from dividends | 1.40 | 1.12 | 125% |
| Returns for 1 year | 4.91 | 5.17 | 95% |
| Returns for 3 years | 25.32 | 15.60 | 162% |
| Returns for 5 years | 75.18 | -15.14 | -497% |
| Returns for 10 years | 55.96 | -29.25 | -191% |
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