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BASIX vs MWCRX
BASIX vs MWCRX Comparison
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BASIX vs MWCRX Comparison Chart in %
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BASIX vs. MWCRX commentary
Sep 13, 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 MWCRX is a Hold.
FUNDAMENTALS
Fundamentals
BASIX has more cash in the bank: 49.6B vs. MWCRX (2.65B). MWCRX (4.66) and BASIX (4.51) have matching dividends . BASIX was incepted earlier than MWCRX: BASIX (19 years) vs MWCRX (15 years). MWCRX (1.05) is less costly to investors than BASIX (0.99). BASIX is a more actively managed with annual turnover of: 1006.00 vs. MWCRX (254.00). BASIX has a lower initial minimum investment than MWCRX: BASIX (1000) vs MWCRX (5000). BASIX annual gain was more profitable for investors over the last year : 2.25 vs. MWCRX (2.02). BASIX return over 5 years is better than : 12.46 vs. MWCRX (10.97).
| BASIX | MWCRX | BASIX / MWCRX | |
| Total Expense Ratio | 0.98 | 1.03 | 95% |
| Annual Report Gross Expense Ratio | 0.99 | 1.05 | 94% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 1.041 | 0.439 | 237% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.6B | 2.65B | 1,870% |
| Annual Yield % from dividends | 4.51 | 4.66 | 97% |
| Returns for 1 year | 2.25 | 2.02 | 111% |
| Returns for 3 years | 20.08 | 19.48 | 103% |
| Returns for 5 years | 12.46 | 10.97 | 114% |
| Returns for 10 years | 37.18 | 29.43 | 126% |
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