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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
Aug 23, 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: 49B vs. MWCRX (2.65B). MWCRX pays higher dividends than BSIIX: MWCRX (5.03) vs BSIIX (4.76). BSIIX was incepted earlier than MWCRX: BSIIX (19 years) vs MWCRX (15 years). MWCRX (1.05) 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 : 4.73 vs. MWCRX (4.40). BSIIX return over 5 years is better than : 15.38 vs. MWCRX (12.38).
| BSIIX | MWCRX | BSIIX / MWCRX | |
| Total Expense Ratio | 0.72 | 1.03 | 70% |
| Annual Report Gross Expense Ratio | 0.72 | 1.05 | 69% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 1.862 | 1.421 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 5000 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49B | 2.65B | 1,848% |
| Annual Yield % from dividends | 4.76 | 5.03 | 95% |
| Returns for 1 year | 4.73 | 4.40 | 108% |
| Returns for 3 years | 22.70 | 21.79 | 104% |
| Returns for 5 years | 15.38 | 12.38 | 124% |
| Returns for 10 years | 41.92 | 30.72 | 136% |
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