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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
Sep 09, 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: 27.8B vs. IIBAX (11.1B). IIBAX pays higher dividends than MWTIX: IIBAX (4.45) vs MWTIX (3.81). IIBAX was incepted earlier than MWTIX: IIBAX (28 years) vs MWTIX (26 years). IIBAX (0.70) is less costly to investors than MWTIX (0.45). MWTIX is a more actively managed with annual turnover of: 405.00 vs. IIBAX (202.00). IIBAX has a lower initial minimum investment than MWTIX: IIBAX (1000) vs MWTIX (3000000). IIBAX annual gain was more profitable for investors over the last year : 0.46 vs. MWTIX (-0.02). IIBAX return over 5 years is better than : -1.56 vs. MWTIX (-3.37).
| IIBAX | MWTIX | IIBAX / MWTIX | |
| Total Expense Ratio | 0.68 | 0.43 | 158% |
| Annual Report Gross Expense Ratio | 0.70 | 0.45 | 156% |
| Fund Existence | 28 years | 26 years | - |
| Gain YTD | -0.297 | -0.869 | 34% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 27.8B | 40% |
| Annual Yield % from dividends | 4.45 | 3.81 | 117% |
| Returns for 1 year | 0.46 | -0.02 | -2,224% |
| Returns for 3 years | 14.95 | 13.75 | 109% |
| Returns for 5 years | -1.56 | -3.37 | 46% |
| Returns for 10 years | 16.25 | 8.60 | 189% |
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