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BASIX vs MWCIX
BASIX vs MWCIX Comparison
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BASIX vs MWCIX Comparison Chart in %
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BASIX vs. MWCIX commentary
Aug 23, 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 BASIX is a Hold and MWCIX is a Hold.
FUNDAMENTALS
Fundamentals
BASIX has more cash in the bank: 49B vs. MWCIX (2.65B). MWCIX pays higher dividends than BASIX: MWCIX (5.35) vs BASIX (4.50). BASIX was incepted earlier than MWCIX: BASIX (19 years) vs MWCIX (15 years). BASIX (0.99) is less costly to investors than MWCIX (0.74). BASIX is a more actively managed with annual turnover of: 1006.00 vs. MWCIX (254.00). BASIX has a lower initial minimum investment than MWCIX: BASIX (1000) vs MWCIX (3000000). MWCIX annual gain was more profitable for investors over the last year : 4.73 vs. BASIX (4.36). MWCIX (14.00) and BASIX (13.74) have equivalent 5 years return.
| BASIX | MWCIX | BASIX / MWCIX | |
| Total Expense Ratio | 0.98 | 0.72 | 136% |
| Annual Report Gross Expense Ratio | 0.99 | 0.74 | 134% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 1.605 | 1.602 | 100% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49B | 2.65B | 1,848% |
| Annual Yield % from dividends | 4.50 | 5.35 | 84% |
| Returns for 1 year | 4.36 | 4.73 | 92% |
| Returns for 3 years | 21.62 | 22.88 | 95% |
| Returns for 5 years | 13.74 | 14.00 | 98% |
| Returns for 10 years | 38.03 | 34.54 | 110% |
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