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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 04, 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: 28.9B 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 (5.62) and CBDIX (5.41) have marching annual gain over last year. CBDIX return over 5 years is better than : 4.44 vs. MWTIX (-0.82).
| 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 | 0.316 | 0.239 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.17B | 28.9B | 14% |
| Annual Yield % from dividends | 4.51 | 4.05 | 111% |
| Returns for 1 year | 5.41 | 5.62 | 96% |
| Returns for 3 years | 16.18 | 13.00 | 124% |
| Returns for 5 years | 4.44 | -0.82 | -543% |
| Returns for 10 years | 24.52 | 11.27 | 218% |
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