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CBDIX vs MWTIX
CBDIX vs MWTIX Comparison
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CBDIX vs MWTIX Comparison Chart in %
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CBDIX vs. MWTIX 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 CBDIX is a Hold and MWTIX is a Hold.
FUNDAMENTALS
Fundamentals
MWTIX has more cash in the bank: 28.5B vs. CBDIX (4.17B). CBDIX pays higher dividends than MWTIX: CBDIX (4.51) vs MWTIX (4.05). CBDIX was incepted earlier than MWTIX: CBDIX (26 years) vs MWTIX (26 years). CBDIX (0.55) is less costly to investors than MWTIX (0.44). MWTIX is a more actively managed with annual turnover of: 418.00 vs. CBDIX (326.00). CBDIX has a lower initial minimum investment than MWTIX: CBDIX (1000000) vs MWTIX (3000000). MWTIX annual gain was more profitable for investors over the last year : 4.45 vs. CBDIX (4.18). CBDIX return over 5 years is better than : 3.84 vs. MWTIX (-1.22).
| CBDIX | MWTIX | CBDIX / MWTIX | |
| Total Expense Ratio | 0.53 | 0.44 | 120% |
| Annual Report Gross Expense Ratio | 0.55 | 0.44 | 125% |
| Fund Existence | 26 years | 26 years | - |
| Gain YTD | -0.028 | 0.018 | -152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.17B | 28.5B | 15% |
| Annual Yield % from dividends | 4.51 | 4.05 | 111% |
| Returns for 1 year | 4.18 | 4.45 | 94% |
| Returns for 3 years | 15.86 | 12.87 | 123% |
| Returns for 5 years | 3.84 | -1.22 | -315% |
| Returns for 10 years | 23.64 | 10.52 | 225% |
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