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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
Sep 15, 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: 27.4B vs. CBDIX (4.15B). CBDIX pays higher dividends than MWTIX: CBDIX (4.55) vs MWTIX (3.81). CBDIX was incepted earlier than MWTIX: CBDIX (26 years) vs MWTIX (26 years). CBDIX (0.55) is less costly to investors than MWTIX (0.45). 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). CBDIX annual gain was more profitable for investors over the last year : -0.82 vs. MWTIX (-1.37). CBDIX return over 5 years is better than : 0.84 vs. MWTIX (-4.76).
| CBDIX | MWTIX | CBDIX / MWTIX | |
| Total Expense Ratio | 0.53 | 0.43 | 123% |
| Annual Report Gross Expense Ratio | 0.55 | 0.45 | 122% |
| Fund Existence | 26 years | 26 years | - |
| Gain YTD | -1.599 | -2.203 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.15B | 27.4B | 15% |
| Annual Yield % from dividends | 4.55 | 3.81 | 119% |
| Returns for 1 year | -0.82 | -1.37 | 60% |
| Returns for 3 years | 15.56 | 12.73 | 122% |
| Returns for 5 years | 0.84 | -4.76 | -18% |
| Returns for 10 years | 19.98 | 7.23 | 276% |
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