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IIBTX vs MWTNX
IIBTX vs MWTNX Comparison
Open Charts IIBTX vs MWTNX
IIBTX vs MWTNX Comparison Chart in %
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IIBTX vs. MWTNX commentary
Sep 15, 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 MWTNX is a Hold.
FUNDAMENTALS
Fundamentals
MWTNX has more cash in the bank: 27.4B vs. IIBTX (864M). IIBTX pays higher dividends than MWTNX: IIBTX (4.43) vs MWTNX (3.47). IIBTX was incepted earlier than MWTNX: IIBTX (18 years) vs MWTNX (17 years). IIBTX (1.10) is less costly to investors than MWTNX (0.80). MWTNX is a more actively managed with annual turnover of: 405.00 vs. IIBTX (117.00). IIBTX has a lower initial minimum investment than MWTNX: IIBTX (0) vs MWTNX (2500). IIBTX annual gain was more profitable for investors over the last year : -0.69 vs. MWTNX (-1.69). IIBTX return over 5 years is better than : -3.71 vs. MWTNX (-6.35).
| IIBTX | MWTNX | IIBTX / MWTNX | |
| Total Expense Ratio | 0.95 | 0.80 | 119% |
| Annual Report Gross Expense Ratio | 1.10 | 0.80 | 138% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | -1.403 | -2.403 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 864M | 27.4B | 3% |
| Annual Yield % from dividends | 4.43 | 3.47 | 128% |
| Returns for 1 year | -0.69 | -1.69 | 41% |
| Returns for 3 years | 13.68 | 11.57 | 118% |
| Returns for 5 years | -3.71 | -6.35 | 58% |
| Returns for 10 years | 11.62 | 3.78 | 307% |
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