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FSMDX vs GWGIX
FSMDX vs GWGIX Comparison
Open Charts FSMDX vs GWGIX
FSMDX vs GWGIX Comparison Chart in %
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FSMDX vs. GWGIX commentary
Jul 14, 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 FSMDX is a Hold and GWGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 53.2B vs. GWGIX (796M). FSMDX pays higher dividends than GWGIX: FSMDX (0.76) vs GWGIX (0.12). FSMDX was incepted earlier than GWGIX: FSMDX (15 years) vs GWGIX (11 years). GWGIX (0.87) is less costly to investors than FSMDX (0.03). GWGIX is a more actively managed with annual turnover of: 28.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than GWGIX: FSMDX (0) vs GWGIX (100000). GWGIX annual gain was more profitable for investors over the last year : 20.71 vs. FSMDX (19.67). FSMDX return over 5 years is better than : 45.89 vs. GWGIX (21.90).
| FSMDX | GWGIX | FSMDX / GWGIX | |
| Total Expense Ratio | 0.03 | 0.87 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.87 | 3% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 14.947 | 16.779 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.2B | 796M | 6,683% |
| Annual Yield % from dividends | 0.76 | 0.12 | 617% |
| Returns for 1 year | 19.67 | 20.71 | 95% |
| Returns for 3 years | 52.50 | 38.76 | 135% |
| Returns for 5 years | 45.89 | 21.90 | 210% |
| Returns for 10 years | 165.79 | 146.13 | 113% |
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