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FSMDX vs GWGZX
FSMDX vs GWGZX Comparison
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FSMDX vs GWGZX Comparison Chart in %
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FSMDX vs. GWGZX commentary
Aug 03, 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 GWGZX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 52.1B vs. GWGZX (796M). FSMDX pays higher dividends than GWGZX: FSMDX (0.76) vs GWGZX (0.17). FSMDX was incepted earlier than GWGZX: FSMDX (15 years) vs GWGZX (9 years). GWGZX (0.82) is less costly to investors than FSMDX (0.03). GWGZX is a more actively managed with annual turnover of: 28.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than GWGZX: FSMDX (0) vs GWGZX (5000000). GWGZX annual gain was more profitable for investors over the last year : 20.66 vs. FSMDX (18.74). FSMDX return over 5 years is better than : 42.85 vs. GWGZX (19.71).
| FSMDX | GWGZX | FSMDX / GWGZX | |
| Total Expense Ratio | 0.03 | 0.82 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.82 | 3% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 14.622 | 17.366 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1B | 796M | 6,545% |
| Annual Yield % from dividends | 0.76 | 0.17 | 448% |
| Returns for 1 year | 18.74 | 20.66 | 91% |
| Returns for 3 years | 50.09 | 37.00 | 135% |
| Returns for 5 years | 42.85 | 19.71 | 217% |
| Returns for 10 years | 165.64 | N/A | - |
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