BTFIX
Price
$7.49
Change
+$0.01 (+0.13%)
Updated
Aug 21 closing price
Net Assets
32.22M
MWCPX
Price
$10.31
Change
-$0.01 (-0.10%)
Updated
Aug 21 closing price
Net Assets
2.65B
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BTFIX vs MWCPX

BTFIX vs MWCPX Comparison Chart in %
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BTFIX vs. MWCPX commentary
Aug 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 Hold and MWCPX is a Hold.

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FUNDAMENTALS
Fundamentals
MWCPX has more cash in the bank: 2.65B vs. BTFIX (32.2M). MWCPX pays higher dividends than BTFIX: MWCPX (5.40) 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 (0.68). 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 : 4.78 vs. BTFIX (1.28). MWCPX return over 5 years is better than : 14.33 vs. BTFIX (-4.93).
BTFIXMWCPXBTFIX / MWCPX
Total Expense Ratio1.830.68269%
Annual Report Gross Expense Ratio1.830.68269%
Fund Existence11 years6 years-
Gain YTD-0.6271.635-38%
Front LoadN/AN/A-
Min. Initial Investment100000250000000%
Min. Initial Investment IRAN/AN/A-
Net Assets32.2M2.65B1%
Annual Yield % from dividends4.155.4077%
Returns for 1 year1.284.7827%
Returns for 3 years11.9622.9752%
Returns for 5 years-4.9314.33-34%
Returns for 10 years-3.03N/A-
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