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IIBAX vs MWTIX
IIBAX vs MWTIX Comparison
Open Charts IIBAX vs MWTIX
IIBAX vs MWTIX Comparison Chart in %
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IIBAX vs. MWTIX commentary
Jun 11, 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 IIBAX is a Hold and MWTIX is a Hold.
FUNDAMENTALS
Fundamentals
MWTIX has more cash in the bank: 28.8B vs. IIBAX (11.2B). IIBAX pays higher dividends than MWTIX: IIBAX (4.32) vs MWTIX (4.05). IIBAX was incepted earlier than MWTIX: IIBAX (28 years) vs MWTIX (26 years). IIBAX (0.68) is less costly to investors than MWTIX (0.44). MWTIX is a more actively managed with annual turnover of: 418.00 vs. IIBAX (152.00). IIBAX has a lower initial minimum investment than MWTIX: IIBAX (1000) vs MWTIX (3000000). MWTIX annual gain was more profitable for investors over the last year : 5.15 vs. IIBAX (4.62). IIBAX return over 5 years is better than : -0.09 vs. MWTIX (-1.62).
| IIBAX | MWTIX | IIBAX / MWTIX | |
| Total Expense Ratio | 0.68 | 0.44 | 155% |
| Annual Report Gross Expense Ratio | 0.68 | 0.44 | 155% |
| Fund Existence | 28 years | 26 years | - |
| Gain YTD | 0.069 | -0.203 | -34% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 28.8B | 39% |
| Annual Yield % from dividends | 4.32 | 4.05 | 107% |
| Returns for 1 year | 4.62 | 5.15 | 90% |
| Returns for 3 years | 14.27 | 12.75 | 112% |
| Returns for 5 years | -0.09 | -1.62 | 5% |
| Returns for 10 years | 18.33 | 10.47 | 175% |
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