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FSMDX vs GWGIX
FSMDX vs GWGIX Comparison
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FSMDX vs GWGIX Comparison Chart in %
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FSMDX vs. GWGIX commentary
Sep 13, 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 Buy and GWGIX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 53.1B vs. GWGIX (740M). FSMDX pays higher dividends than GWGIX: FSMDX (0.75) vs GWGIX (0.13). 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). FSMDX annual gain was more profitable for investors over the last year : 13.26 vs. GWGIX (9.46). FSMDX return over 5 years is better than : 40.31 vs. GWGIX (13.60).
| 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 | 13.837 | 12.883 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.1B | 740M | 7,176% |
| Annual Yield % from dividends | 0.75 | 0.13 | 589% |
| Returns for 1 year | 13.26 | 9.46 | 140% |
| Returns for 3 years | 56.18 | 37.77 | 149% |
| Returns for 5 years | 40.31 | 13.60 | 296% |
| Returns for 10 years | 167.00 | 136.63 | 122% |
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