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ITBAX vs MWTIX
ITBAX vs MWTIX Comparison
Open Charts ITBAX vs MWTIX
ITBAX vs MWTIX Comparison Chart in %
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ITBAX vs. MWTIX commentary
Jun 24, 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 ITBAX is a Hold and MWTIX is a Hold.
FUNDAMENTALS
Fundamentals
MWTIX has more cash in the bank: 28.5B vs. ITBAX (4.31B). MWTIX (4.05) and ITBAX (3.97) have matching dividends . ITBAX was incepted earlier than MWTIX: ITBAX (30 years) vs MWTIX (26 years). ITBAX (0.66) is less costly to investors than MWTIX (0.44). MWTIX is a more actively managed with annual turnover of: 418.00 vs. ITBAX (64.00). ITBAX has a lower initial minimum investment than MWTIX: ITBAX (2000) vs MWTIX (3000000). ITBAX (5.05) and MWTIX (4.92) have marching annual gain over last year. MWTIX (-1.00) and ITBAX (-1.00) have equivalent 5 years return.
| ITBAX | MWTIX | ITBAX / MWTIX | |
| Total Expense Ratio | 0.66 | 0.44 | 150% |
| Annual Report Gross Expense Ratio | 0.66 | 0.44 | 150% |
| Fund Existence | 30 years | 26 years | - |
| Gain YTD | 0.401 | 0.239 | 168% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2000 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.31B | 28.5B | 15% |
| Annual Yield % from dividends | 3.97 | 4.05 | 98% |
| Returns for 1 year | 5.05 | 4.92 | 103% |
| Returns for 3 years | 13.88 | 13.12 | 106% |
| Returns for 5 years | -1.00 | -1.00 | 100% |
| Returns for 10 years | 19.05 | 10.76 | 177% |
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