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BSIIX vs MWCRX
BSIIX vs MWCRX Comparison
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BSIIX vs MWCRX Comparison Chart in %
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BSIIX vs. MWCRX commentary
Jun 24, 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: 48.4B vs. MWCRX (2.7B). MWCRX pays higher dividends than BSIIX: MWCRX (5.11) 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 (188.00). 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 : 6.14 vs. MWCRX (5.34). BSIIX return over 5 years is better than : 15.22 vs. MWCRX (12.26).
| 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 | 1.787 | 0.996 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 5000 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.4B | 2.7B | 1,791% |
| Annual Yield % from dividends | 4.69 | 5.11 | 92% |
| Returns for 1 year | 6.14 | 5.34 | 115% |
| Returns for 3 years | 22.09 | 20.70 | 107% |
| Returns for 5 years | 15.22 | 12.26 | 124% |
| Returns for 10 years | 44.63 | 31.63 | 141% |
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