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IIBTX vs MWTIX
IIBTX vs MWTIX Comparison
Open Charts IIBTX vs MWTIX
IIBTX vs MWTIX Comparison Chart in %
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IIBTX vs. MWTIX commentary
Aug 25, 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 IIBTX is a Hold and MWTIX is a Hold.
FUNDAMENTALS
Fundamentals
MWTIX has more cash in the bank: 27.9B vs. IIBTX (876M). IIBTX pays higher dividends than MWTIX: IIBTX (4.44) vs MWTIX (4.06). IIBTX was incepted earlier than MWTIX: IIBTX (18 years) vs MWTIX (26 years). IIBTX (1.10) is less costly to investors than MWTIX (0.45). MWTIX is a more actively managed with annual turnover of: 405.00 vs. IIBTX (117.00). IIBTX has a lower initial minimum investment than MWTIX: IIBTX (0) vs MWTIX (3000000). IIBTX annual gain was more profitable for investors over the last year : 2.79 vs. MWTIX (2.55). IIBTX return over 5 years is better than : -1.93 vs. MWTIX (-2.86).
| IIBTX | MWTIX | IIBTX / MWTIX | |
| Total Expense Ratio | 0.95 | 0.43 | 221% |
| Annual Report Gross Expense Ratio | 1.10 | 0.45 | 244% |
| Fund Existence | 18 years | 26 years | - |
| Gain YTD | 0.018 | -0.536 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 876M | 27.9B | 3% |
| Annual Yield % from dividends | 4.44 | 4.06 | 109% |
| Returns for 1 year | 2.79 | 2.55 | 110% |
| Returns for 3 years | 16.26 | 15.49 | 105% |
| Returns for 5 years | -1.93 | -2.86 | 68% |
| Returns for 10 years | 12.72 | 8.63 | 147% |
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