Interact to see
Advertisement
Advertisement
FSMDX vs GWGVX
FSMDX vs GWGVX Comparison
Open Charts FSMDX vs GWGVX
FSMDX vs GWGVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. GWGVX commentary
Aug 18, 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: 52.1B vs. GWGVX (808M). 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). FSMDX (23.66) and GWGVX (23.52) have marching annual gain over last year. FSMDX return over 5 years is better than : 50.79 vs. GWGVX (23.52).
| 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 | 20.038 | 22.298 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1B | 808M | 6,448% |
| Annual Yield % from dividends | 0.76 | 0.00 | - |
| Returns for 1 year | 23.66 | 23.52 | 101% |
| Returns for 3 years | 66.30 | 48.42 | 137% |
| Returns for 5 years | 50.79 | 23.52 | 216% |
| Returns for 10 years | 173.08 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement