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BSIIX vs MWCRX
BSIIX vs MWCRX Comparison
Open Charts BSIIX vs MWCRX
BSIIX vs MWCRX Comparison Chart in %
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BSIIX 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 BSIIX is a Hold and MWCRX is a Hold.
FUNDAMENTALS
Fundamentals
BSIIX has more cash in the bank: 48.5B vs. MWCRX (2.67B). MWCRX pays higher dividends than BSIIX: MWCRX (4.95) vs BSIIX (4.69). BSIIX was incepted earlier than MWCRX: BSIIX (18 years) vs MWCRX (15 years). MWCRX (1.03) is less costly to investors than BSIIX (0.72). BSIIX is a more actively managed with annual turnover of: 1006.00 vs. MWCRX (254.00). MWCRX has a lower initial minimum investment than BSIIX: MWCRX (5000) vs BSIIX (2000000). BSIIX annual gain was more profitable for investors over the last year : 5.59 vs. MWCRX (5.05). BSIIX return over 5 years is better than : 15.19 vs. MWCRX (12.21).
| BSIIX | MWCRX | BSIIX / MWCRX | |
| Total Expense Ratio | 0.72 | 1.03 | 70% |
| Annual Report Gross Expense Ratio | 0.72 | 1.03 | 70% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 1.872 | 1.316 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 5000 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.5B | 2.67B | 1,817% |
| Annual Yield % from dividends | 4.69 | 4.95 | 95% |
| Returns for 1 year | 5.59 | 5.05 | 111% |
| Returns for 3 years | 21.59 | 20.55 | 105% |
| Returns for 5 years | 15.19 | 12.21 | 124% |
| Returns for 10 years | 43.05 | 31.37 | 137% |
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