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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
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 MWCRX is a Hold.
FUNDAMENTALS
Fundamentals
BASIX has more cash in the bank: 48.5B vs. MWCRX (2.67B). MWCRX pays higher dividends than BASIX: MWCRX (4.95) vs BASIX (4.43). BASIX was incepted earlier than MWCRX: BASIX (18 years) vs MWCRX (15 years). MWCRX (1.03) and BASIX (0.99) have similar cost to investors . 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 : 5.32 vs. MWCRX (5.05). BASIX return over 5 years is better than : 13.66 vs. MWCRX (12.21).
| BASIX | MWCRX | BASIX / MWCRX | |
| Total Expense Ratio | 0.98 | 1.03 | 95% |
| Annual Report Gross Expense Ratio | 0.99 | 1.03 | 96% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 1.743 | 1.316 | 132% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.5B | 2.67B | 1,817% |
| Annual Yield % from dividends | 4.43 | 4.95 | 90% |
| Returns for 1 year | 5.32 | 5.05 | 105% |
| Returns for 3 years | 20.64 | 20.55 | 100% |
| Returns for 5 years | 13.66 | 12.21 | 112% |
| Returns for 10 years | 39.13 | 31.37 | 125% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| 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 | |||