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BTFIX vs MWCPX
BTFIX vs MWCPX Comparison
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BTFIX vs MWCPX Comparison Chart in %
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BTFIX vs. MWCPX 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 BTFIX is a Buy and MWCPX is a Hold.
FUNDAMENTALS
Fundamentals
MWCPX has more cash in the bank: 2.7B vs. BTFIX (34.2M). MWCPX pays higher dividends than BTFIX: MWCPX (5.48) vs BTFIX (4.60). BTFIX was incepted earlier than MWCPX: BTFIX (11 years) vs MWCPX (6 years). BTFIX (1.83) is less costly to investors than MWCPX (0.69). BTFIX is a more actively managed with annual turnover of: 237.00 vs. MWCPX (188.00). BTFIX has a lower initial minimum investment than MWCPX: BTFIX (100000) vs MWCPX (25000000). MWCPX annual gain was more profitable for investors over the last year : 5.72 vs. BTFIX (2.43). MWCPX return over 5 years is better than : 14.09 vs. BTFIX (-6.28).
| BTFIX | MWCPX | BTFIX / MWCPX | |
| Total Expense Ratio | 1.83 | 0.69 | 265% |
| Annual Report Gross Expense Ratio | 1.83 | 0.69 | 265% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -0.865 | 1.146 | -75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.2M | 2.7B | 1% |
| Annual Yield % from dividends | 4.60 | 5.48 | 84% |
| Returns for 1 year | 2.43 | 5.72 | 42% |
| Returns for 3 years | 12.26 | 21.86 | 56% |
| Returns for 5 years | -6.28 | 14.09 | -45% |
| Returns for 10 years | -2.30 | N/A | - |
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