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GIOSX vs MWCRX
GIOSX vs MWCRX Comparison
Open Charts GIOSX vs MWCRX
GIOSX vs MWCRX Comparison Chart in %
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GIOSX vs. MWCRX 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 GIOSX is a Buy and MWCRX is a Hold.
FUNDAMENTALS
Fundamentals
GIOSX has more cash in the bank: 9.41B vs. MWCRX (2.7B). GIOSX pays higher dividends than MWCRX: GIOSX (6.09) vs MWCRX (5.11). GIOSX was incepted earlier than MWCRX: GIOSX (7 years) vs MWCRX (15 years). MWCRX (1.03) and GIOSX (0.98) have similar cost to investors . MWCRX is a more actively managed with annual turnover of: 188.00 vs. GIOSX (35.00). MWCRX has a lower initial minimum investment than GIOSX: MWCRX (5000) vs GIOSX (2000000). MWCRX annual gain was more profitable for investors over the last year : 6.06 vs. GIOSX (5.60). GIOSX return over 5 years is better than : 18.69 vs. MWCRX (12.39).
| GIOSX | MWCRX | GIOSX / MWCRX | |
| Total Expense Ratio | 0.94 | 1.03 | 91% |
| Annual Report Gross Expense Ratio | 0.98 | 1.03 | 95% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 1.162 | 1.288 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 5000 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.41B | 2.7B | 348% |
| Annual Yield % from dividends | 6.09 | 5.11 | 119% |
| Returns for 1 year | 5.60 | 6.06 | 92% |
| Returns for 3 years | 23.95 | 20.70 | 116% |
| Returns for 5 years | 18.69 | 12.39 | 151% |
| Returns for 10 years | N/A | 32.01 | - |
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