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FSMDX vs GWGVX
FSMDX vs GWGVX Comparison
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FSMDX vs GWGVX Comparison Chart in %
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FSMDX vs. GWGVX commentary
Jul 26, 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 GWGVX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 53.2B vs. GWGVX (794M). FSMDX pays higher dividends than GWGVX: FSMDX (0.76) vs GWGVX (0.00). FSMDX was incepted earlier than GWGVX: FSMDX (15 years) vs GWGVX (9 years). GWGVX (1.07) is less costly to investors than FSMDX (0.03). GWGVX is a more actively managed with annual turnover of: 28.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than GWGVX: FSMDX (0) vs GWGVX (2000). GWGVX annual gain was more profitable for investors over the last year : 20.15 vs. FSMDX (17.04). FSMDX return over 5 years is better than : 42.92 vs. GWGVX (19.32).
| FSMDX | GWGVX | FSMDX / GWGVX | |
| Total Expense Ratio | 0.03 | 1.07 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.07 | 2% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 14.243 | 16.762 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.2B | 794M | 6,700% |
| Annual Yield % from dividends | 0.76 | 0.00 | - |
| Returns for 1 year | 17.04 | 20.15 | 85% |
| Returns for 3 years | 49.69 | 35.93 | 138% |
| Returns for 5 years | 42.92 | 19.32 | 222% |
| Returns for 10 years | 161.20 | N/A | - |
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