Interact to see
Advertisement
Advertisement
BTFIX vs MWCPX
BTFIX vs MWCPX Comparison
Open Charts BTFIX vs MWCPX
BTFIX vs MWCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BTFIX vs. MWCPX 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 BTFIX is a StrongBuy and MWCPX is a Hold.
FUNDAMENTALS
Fundamentals
MWCPX has more cash in the bank: 2.65B vs. BTFIX (32.6M). MWCPX pays higher dividends than BTFIX: MWCPX (4.88) vs BTFIX (4.15). 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). MWCPX is a more actively managed with annual turnover of: 254.00 vs. BTFIX (237.00). 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 : 4.34 vs. BTFIX (1.40). MWCPX return over 5 years is better than : 13.35 vs. BTFIX (-6.14).
| 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 | -1.157 | 1.106 | -105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.6M | 2.65B | 1% |
| Annual Yield % from dividends | 4.15 | 4.88 | 85% |
| Returns for 1 year | 1.40 | 4.34 | 32% |
| Returns for 3 years | 10.06 | 20.90 | 48% |
| Returns for 5 years | -6.14 | 13.35 | -46% |
| Returns for 10 years | -1.21 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FEFRX | 33.58 | 0.39 | +1.18% |
| First Eagle Rising Dividend Fund R6 | |||
| FDGRX | 55.41 | 0.41 | +0.75% |
| Fidelity Growth Company Fund | |||
| PRJDX | 37.48 | 0.16 | +0.43% |
| PGIM Jennison Global Opportunities R4 | |||
| ECSMX | 10.25 | 0.02 | +0.20% |
| Eaton Vance Small-Cap C | |||
| GIEZX | 17.34 | -0.06 | -0.34% |
| GuideStone Funds International Eq Inv | |||