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FWMIX vs MSDVX
FWMIX vs MSDVX Comparison
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FWMIX vs MSDVX Comparison Chart in %
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FWMIX vs. MSDVX commentary
Sep 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 FWMIX is a Hold and MSDVX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. MSDVX (20.2B). FWMIX pays higher dividends than MSDVX: FWMIX (1.46) vs MSDVX (1.38). FWMIX was incepted earlier than MSDVX: FWMIX (10 years) vs MSDVX (20 years). MSDVX (1.05) is less costly to investors than FWMIX (0.26). MSDVX is a more actively managed with annual turnover of: 75.00 vs. FWMIX (32.00). MSDVX has a lower initial minimum investment than FWMIX: MSDVX (5000) vs FWMIX (1000000). MSDVX annual gain was more profitable for investors over the last year : 7.24 vs. FWMIX (1.67). FWMIX return over 5 years is better than : 26.76 vs. MSDVX (8.45).
| FWMIX | MSDVX | FWMIX / MSDVX | |
| Total Expense Ratio | 0.26 | 0.97 | 27% |
| Annual Report Gross Expense Ratio | 0.26 | 1.05 | 25% |
| Fund Existence | 10 years | 20 years | - |
| Gain YTD | 3.504 | 7.491 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 20.2B | 1,079% |
| Annual Yield % from dividends | 1.46 | 1.38 | 106% |
| Returns for 1 year | 1.67 | 7.24 | 23% |
| Returns for 3 years | 29.02 | 25.32 | 115% |
| Returns for 5 years | 26.76 | 8.45 | 317% |
| Returns for 10 years | N/A | 17.51 | - |
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