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ITBAX vs MWTIX
ITBAX vs MWTIX Comparison
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ITBAX vs MWTIX Comparison Chart in %
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ITBAX vs. MWTIX commentary
Sep 21, 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: 27.3B vs. ITBAX (4.07B). MWTIX (4.09) and ITBAX (4.05) 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 (0.45). MWTIX is a more actively managed with annual turnover of: 405.00 vs. ITBAX (64.00). ITBAX has a lower initial minimum investment than MWTIX: ITBAX (2000) vs MWTIX (3000000). ITBAX annual gain was more profitable for investors over the last year : -0.77 vs. MWTIX (-0.88). MWTIX (-4.34) and ITBAX (-4.41) have equivalent 5 years return.
| ITBAX | MWTIX | ITBAX / MWTIX | |
| Total Expense Ratio | 0.66 | 0.43 | 153% |
| Annual Report Gross Expense Ratio | 0.66 | 0.45 | 147% |
| Fund Existence | 30 years | 26 years | - |
| Gain YTD | -1.780 | -2.038 | 87% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2000 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.07B | 27.3B | 15% |
| Annual Yield % from dividends | 4.05 | 4.09 | 99% |
| Returns for 1 year | -0.77 | -0.88 | 87% |
| Returns for 3 years | 13.76 | 13.17 | 104% |
| Returns for 5 years | -4.41 | -4.34 | 102% |
| Returns for 10 years | 15.02 | 7.41 | 203% |
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