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DODGX vs MSMIX
DODGX vs MSMIX Comparison
Open Charts DODGX vs MSMIX
NYLI WMC Value Investor Class
Price$30.65
Change+$0.16 (+0.52%)
VolumeN/A
Net Assets931.95M
DODGX vs MSMIX Comparison Chart in %
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DODGX vs. MSMIX commentary
Jul 18, 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 Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. MSMIX (932M). DODGX pays higher dividends than MSMIX: DODGX (1.38) 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). DODGX annual gain was more profitable for investors over the last year : 2.82 vs. MSMIX (1.93). DODGX return over 5 years is better than : 71.90 vs. MSMIX (-17.86).
| 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 | 5.667 | 4.394 | 129% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 932M | 12,554% |
| Annual Yield % from dividends | 1.38 | 1.09 | 126% |
| Returns for 1 year | 2.82 | 1.93 | 147% |
| Returns for 3 years | 30.21 | 17.25 | 175% |
| Returns for 5 years | 71.90 | -17.86 | -403% |
| Returns for 10 years | 56.40 | -29.38 | -192% |
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