MXKVX
Price
$10.52
Change
-$0.03 (-0.28%)
Updated
Sep 18 closing price
Net Assets
1.82B
WSDAX
Price
$10.32
Change
-$0.02 (-0.19%)
Updated
Sep 18 closing price
Net Assets
115.28M
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MXKVX vs WSDAX

MXKVX vs WSDAX Comparison Chart in %
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MXKVX vs. WSDAX commentary
Sep 20, 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 MXKVX is a Hold and WSDAX is a Hold.

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FUNDAMENTALS
Fundamentals
MXKVX has more cash in the bank: 1.82B vs. WSDAX (115M). WSDAX pays higher dividends than MXKVX: WSDAX (5.33) vs MXKVX (2.14). MXKVX was incepted earlier than WSDAX: MXKVX (11 years) vs WSDAX (13 years). WSDAX (0.58) is less costly to investors than MXKVX (0.49). WSDAX is a more actively managed with annual turnover of: 66.00 vs. MXKVX (9.00). MXKVX has a lower initial minimum investment than WSDAX: MXKVX (0) vs WSDAX (1000). WSDAX annual gain was more profitable for investors over the last year : 5.94 vs. MXKVX (3.41). WSDAX return over 5 years is better than : 23.37 vs. MXKVX (8.52).
MXKVXWSDAXMXKVX / WSDAX
Total Expense Ratio0.410.4984%
Annual Report Gross Expense Ratio0.490.5884%
Fund Existence11 years13 years-
Gain YTD2.6503.98966%
Front LoadN/A3%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.82B115M1,582%
Annual Yield % from dividends2.145.3340%
Returns for 1 year3.415.9457%
Returns for 3 years21.3031.6967%
Returns for 5 years8.5223.3736%
Returns for 10 years35.5574.5348%
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