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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
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 MWCRX is a Hold.
FUNDAMENTALS
Fundamentals
BASIX has more cash in the bank: 48.3B vs. MWCRX (2.7B). MWCRX pays higher dividends than BASIX: MWCRX (5.11) 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 (188.00). BASIX has a lower initial minimum investment than MWCRX: BASIX (1000) vs MWCRX (5000). BASIX (6.09) and MWCRX (6.06) have marching annual gain over last year. BASIX return over 5 years is better than : 13.34 vs. MWCRX (12.39).
| 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 | 1.470 | 1.288 | 114% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.3B | 2.7B | 1,787% |
| Annual Yield % from dividends | 4.43 | 5.11 | 87% |
| Returns for 1 year | 6.09 | 6.06 | 101% |
| Returns for 3 years | 21.16 | 20.70 | 102% |
| Returns for 5 years | 13.34 | 12.39 | 108% |
| Returns for 10 years | 40.22 | 32.01 | 126% |
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