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BSIIX vs MWCIX
BSIIX vs MWCIX Comparison
Open Charts BSIIX vs MWCIX
BSIIX vs MWCIX Comparison Chart in %
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BSIIX vs. MWCIX commentary
Aug 03, 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 BSIIX is a Hold and MWCIX is a Hold.
FUNDAMENTALS
Fundamentals
BSIIX has more cash in the bank: 48.4B vs. MWCIX (2.65B). MWCIX (4.83) and BSIIX (4.76) have matching dividends . BSIIX was incepted earlier than MWCIX: BSIIX (19 years) vs MWCIX (15 years). MWCIX (0.75) and BSIIX (0.72) have similar cost to investors . BSIIX is a more actively managed with annual turnover of: 1006.00 vs. MWCIX (254.00). BSIIX has a lower initial minimum investment than MWCIX: BSIIX (2000000) vs MWCIX (3000000). BSIIX annual gain was more profitable for investors over the last year : 4.52 vs. MWCIX (4.29). BSIIX return over 5 years is better than : 14.45 vs. MWCIX (12.93).
| BSIIX | MWCIX | BSIIX / MWCIX | |
| Total Expense Ratio | 0.72 | 0.75 | 96% |
| Annual Report Gross Expense Ratio | 0.72 | 0.75 | 96% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 1.336 | 0.980 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.4B | 2.65B | 1,828% |
| Annual Yield % from dividends | 4.76 | 4.83 | 98% |
| Returns for 1 year | 4.52 | 4.29 | 105% |
| Returns for 3 years | 20.61 | 20.58 | 100% |
| Returns for 5 years | 14.45 | 12.93 | 112% |
| Returns for 10 years | 41.91 | 34.06 | 123% |
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