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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
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 FWMIX is a Buy and MSDVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. MSDVX (20.4B). FWMIX pays higher dividends than MSDVX: FWMIX (1.47) vs MSDVX (1.39). 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 (29.00). 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 : 12.43 vs. FWMIX (7.06). FWMIX return over 5 years is better than : 29.03 vs. MSDVX (9.08).
| 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 | 5.060 | 8.657 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 20.4B | 1,074% |
| Annual Yield % from dividends | 1.47 | 1.39 | 106% |
| Returns for 1 year | 7.06 | 12.43 | 57% |
| Returns for 3 years | 28.21 | 22.60 | 125% |
| Returns for 5 years | 29.03 | 9.08 | 320% |
| Returns for 10 years | N/A | 18.41 | - |
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