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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
Jul 14, 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: 28.6B vs. IIBTX (883M). IIBTX pays higher dividends than MWTIX: IIBTX (4.36) vs MWTIX (3.99). IIBTX was incepted earlier than MWTIX: IIBTX (17 years) vs MWTIX (26 years). IIBTX (1.10) is less costly to investors than MWTIX (0.44). 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 (4.23) and MWTIX (4.15) have marching annual gain over last year. IIBTX return over 5 years is better than : -1.15 vs. MWTIX (-2.12).
| IIBTX | MWTIX | IIBTX / MWTIX | |
| Total Expense Ratio | 0.95 | 0.44 | 216% |
| Annual Report Gross Expense Ratio | 1.10 | 0.44 | 250% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 0.394 | -0.155 | -254% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 883M | 28.6B | 3% |
| Annual Yield % from dividends | 4.36 | 3.99 | 109% |
| Returns for 1 year | 4.23 | 4.15 | 102% |
| Returns for 3 years | 13.89 | 12.65 | 110% |
| Returns for 5 years | -1.15 | -2.12 | 54% |
| Returns for 10 years | 13.95 | 9.65 | 145% |
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