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CUBRX vs MWCPX
CUBRX vs MWCPX Comparison
Open Charts CUBRX vs MWCPX
CUBRX vs MWCPX Comparison Chart in %
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CUBRX vs. MWCPX commentary
Aug 03, 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.
FUNDAMENTALS
Fundamentals
MWCPX has more cash in the bank: 2.65B vs. CUBRX (867M). CUBRX (5.00) and MWCPX (4.88) have matching dividends . 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 (254.00). 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 : 4.34 vs. CUBRX (3.40). CUBRX return over 5 years is better than : 18.32 vs. MWCPX (13.35).
| CUBRX | MWCPX | CUBRX / MWCPX | |
| Total Expense Ratio | 0.53 | 0.69 | 77% |
| Annual Report Gross Expense Ratio | 0.54 | 0.69 | 78% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 0.445 | 1.106 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 25000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 867M | 2.65B | 33% |
| Annual Yield % from dividends | 5.00 | 4.88 | 102% |
| Returns for 1 year | 3.40 | 4.34 | 78% |
| Returns for 3 years | 20.97 | 20.90 | 100% |
| Returns for 5 years | 18.32 | 13.35 | 137% |
| Returns for 10 years | N/A | N/A | - |
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