CUBRX
Price
$14.76
Change
+$0.01 (+0.07%)
Updated
Jun 23 closing price
Net Assets
849.46M
MWCPX
Price
$10.37
Change
+$0.01 (+0.10%)
Updated
Jun 23 closing price
Net Assets
2.7B
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CUBRX vs MWCPX

CUBRX vs MWCPX Comparison Chart in %
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CUBRX vs. MWCPX 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 CUBRX is a Hold and MWCPX is a Hold.

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FUNDAMENTALS
Fundamentals
MWCPX has more cash in the bank: 2.7B vs. CUBRX (849M). MWCPX pays higher dividends than CUBRX: MWCPX (5.48) vs CUBRX (5.00). CUBRX was incepted earlier than MWCPX: CUBRX (7 years) vs MWCPX (6 years). MWCPX (0.69) is less costly to investors than CUBRX (0.54). CUBRX is a more actively managed with annual turnover of: 394.00 vs. MWCPX (188.00). CUBRX has a lower initial minimum investment than MWCPX: CUBRX (5000000) vs MWCPX (25000000). MWCPX annual gain was more profitable for investors over the last year : 5.72 vs. CUBRX (4.74). CUBRX return over 5 years is better than : 18.89 vs. MWCPX (14.09).
CUBRXMWCPXCUBRX / MWCPX
Total Expense Ratio0.530.6977%
Annual Report Gross Expense Ratio0.540.6978%
Fund Existence7 years6 years-
Gain YTD0.4601.14640%
Front LoadN/AN/A-
Min. Initial Investment50000002500000020%
Min. Initial Investment IRAN/AN/A-
Net Assets849M2.7B31%
Annual Yield % from dividends5.005.4891%
Returns for 1 year4.745.7283%
Returns for 3 years22.2721.86102%
Returns for 5 years18.8914.09134%
Returns for 10 yearsN/AN/A-
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