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DODGX vs MSMIX
DODGX vs MSMIX Comparison
Open Charts DODGX vs MSMIX
NYLI WMC Value Investor Class
Price$30.66
Change-$0.12 (-0.39%)
VolumeN/A
Net Assets935.08M
DODGX vs MSMIX Comparison Chart in %
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DODGX vs. MSMIX commentary
Aug 07, 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 Hold and MSMIX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. MSMIX (935M). DODGX pays higher dividends than MSMIX: DODGX (1.39) vs MSMIX (1.09). 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 : 6.08 vs. DODGX (5.02). DODGX return over 5 years is better than : 64.11 vs. MSMIX (-21.08).
| 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 | 3.966 | 4.428 | 90% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 935M | 12,513% |
| Annual Yield % from dividends | 1.39 | 1.09 | 127% |
| Returns for 1 year | 5.02 | 6.08 | 83% |
| Returns for 3 years | 22.24 | 11.76 | 189% |
| Returns for 5 years | 64.11 | -21.08 | -304% |
| Returns for 10 years | 57.78 | -27.16 | -213% |
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