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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
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 CUBRX is a Hold and MWCPX is a Hold.
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 : 6.34 vs. CUBRX (5.66). CUBRX return over 5 years is better than : 19.37 vs. MWCPX (14.33).
| 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 | 0.868 | 1.439 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 25000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 849M | 2.7B | 31% |
| Annual Yield % from dividends | 5.00 | 5.48 | 91% |
| Returns for 1 year | 5.66 | 6.34 | 89% |
| Returns for 3 years | 23.02 | 21.85 | 105% |
| Returns for 5 years | 19.37 | 14.33 | 135% |
| Returns for 10 years | N/A | N/A | - |
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