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FWMMX vs MSOAX
FWMMX vs MSOAX Comparison
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FWMMX vs MSOAX Comparison Chart in %
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FWMMX vs. MSOAX commentary
Sep 11, 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 FWMMX is a Hold and MSOAX is a Buy.
FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 218B vs. MSOAX (326M). FWMMX pays higher dividends than MSOAX: FWMMX (1.38) vs MSOAX (0.31). FWMMX was incepted earlier than MSOAX: FWMMX (6 years) vs MSOAX (28 years). MSOAX (0.92) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 32.00 vs. MSOAX (15.00). FWMMX has a lower initial minimum investment than MSOAX: FWMMX (250) vs MSOAX (15000). FWMMX annual gain was more profitable for investors over the last year : 2.75 vs. MSOAX (-3.98). FWMMX return over 5 years is better than : 29.87 vs. MSOAX (8.19).
| FWMMX | MSOAX | FWMMX / MSOAX | |
| Total Expense Ratio | 0.35 | 0.92 | 38% |
| Annual Report Gross Expense Ratio | 0.35 | 0.92 | 38% |
| Fund Existence | 6 years | 28 years | - |
| Gain YTD | 4.409 | 3.800 | 116% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 326M | 66,871% |
| Annual Yield % from dividends | 1.38 | 0.31 | 448% |
| Returns for 1 year | 2.75 | -3.98 | -69% |
| Returns for 3 years | 29.80 | 19.99 | 149% |
| Returns for 5 years | 29.87 | 8.19 | 365% |
| Returns for 10 years | N/A | 91.43 | - |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EDGE | 51.62 | N/A | N/A |
| MRBL Enhanced Equity ETF | |||
| XSLV | 51.92 | -0.06 | -0.12% |
| Invesco S&P SmallCap Low Volatility ETF | |||
| SCHG | 34.86 | -0.15 | -0.43% |
| Schwab US Large-Cap Growth ETF™ | |||
| HIGH | 21.35 | -0.09 | -0.43% |
| Simplify Enhanced Income ETF | |||
| AWF | 10.01 | -0.06 | -0.60% |
| ALLIANCEBERSTEIN GLOBAL HIGH Income FUND | |||