CBDIX
Price
$14.43
Change
-$0.05 (-0.35%)
Updated
Jul 13 closing price
Net Assets
4.17B
MWTIX
Price
$8.98
Change
-$0.03 (-0.33%)
Updated
Jul 13 closing price
Net Assets
28.57B
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CBDIX vs MWTIX

CBDIX vs MWTIX Comparison Chart in %
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CBDIX vs. MWTIX commentary
Jul 14, 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.

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FUNDAMENTALS
Fundamentals
MWTIX has more cash in the bank: 28.6B vs. CBDIX (4.17B). CBDIX pays higher dividends than MWTIX: CBDIX (4.49) vs MWTIX (3.99). 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: 405.00 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 : 4.15 vs. CBDIX (3.87). CBDIX return over 5 years is better than : 3.00 vs. MWTIX (-2.12).
CBDIXMWTIXCBDIX / MWTIX
Total Expense Ratio0.530.44120%
Annual Report Gross Expense Ratio0.550.44125%
Fund Existence26 years26 years-
Gain YTD-0.074-0.15548%
Front LoadN/AN/A-
Min. Initial Investment1000000300000033%
Min. Initial Investment IRAN/AN/A-
Net Assets4.17B28.6B15%
Annual Yield % from dividends4.493.99113%
Returns for 1 year3.874.1593%
Returns for 3 years15.4912.65123%
Returns for 5 years3.00-2.12-142%
Returns for 10 years22.229.65230%
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