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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
Jun 04, 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: 48.3B vs. MWCIX (2.7B). MWCIX pays higher dividends than BASIX: MWCIX (5.42) vs BASIX (4.43). BASIX was incepted earlier than MWCIX: BASIX (18 years) vs MWCIX (15 years). BASIX (0.99) is less costly to investors than MWCIX (0.75). BASIX is a more actively managed with annual turnover of: 1006.00 vs. MWCIX (188.00). BASIX has a lower initial minimum investment than MWCIX: BASIX (1000) vs MWCIX (3000000). MWCIX (6.28) and BASIX (6.09) have marching annual gain over last year. MWCIX (14.01) and BASIX (13.34) have equivalent 5 years return.
| BASIX | MWCIX | BASIX / MWCIX | |
| Total Expense Ratio | 0.98 | 0.75 | 131% |
| Annual Report Gross Expense Ratio | 0.99 | 0.75 | 132% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 1.470 | 1.415 | 104% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.3B | 2.7B | 1,787% |
| Annual Yield % from dividends | 4.43 | 5.42 | 82% |
| Returns for 1 year | 6.09 | 6.28 | 97% |
| Returns for 3 years | 21.16 | 21.76 | 97% |
| Returns for 5 years | 13.34 | 14.01 | 95% |
| Returns for 10 years | 40.22 | 35.88 | 112% |
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