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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
Jul 14, 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: 48.5B vs. MWCIX (2.67B). MWCIX pays higher dividends than BASIX: MWCIX (5.26) 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 (254.00). BASIX has a lower initial minimum investment than MWCIX: BASIX (1000) vs MWCIX (3000000). MWCIX (5.38) and BASIX (5.32) have marching annual gain over last year. MWCIX (13.83) and BASIX (13.66) 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 | 1.743 | 1.470 | 119% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.5B | 2.67B | 1,817% |
| Annual Yield % from dividends | 4.43 | 5.26 | 84% |
| Returns for 1 year | 5.32 | 5.38 | 99% |
| Returns for 3 years | 20.64 | 21.62 | 95% |
| Returns for 5 years | 13.66 | 13.83 | 99% |
| Returns for 10 years | 39.13 | 35.22 | 111% |
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| EAOA | 44.78 | -0.01 | -0.03% |
| iShares ESG Aware 80/20 Agrsv Allc ETF | |||
| YEAR | 50.21 | -0.02 | -0.04% |
| AB Ultra Short Income ETF | |||
| CAM | 25.00 | -0.04 | -0.16% |
| AB California Intermediate Municipal ETF | |||
| PSF | 20.04 | -0.08 | -0.40% |
| COHEN & STEERS SELECT PREFERRED AND Income FUND | |||
| BRIF | 36.86 | -0.28 | -0.74% |
| FIS Bright Portfolios Focused Equity ETF | |||