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MWCIX vs MWCPX
MWCIX vs MWCPX Comparison
Open Charts MWCIX vs MWCPX
MWCIX vs MWCPX Comparison Chart in %
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MWCIX vs. MWCPX commentary
Aug 03, 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 MWCIX is a Hold and MWCPX is a Hold.
FUNDAMENTALS
Fundamentals
MWCIX (2.65B) and MWCPX (2.65B) have equal amount of cash in the bank . MWCPX (4.88) and MWCIX (4.83) have matching dividends . MWCIX was incepted earlier than MWCPX: MWCIX (15 years) vs MWCPX (6 years). MWCIX (0.75) is less costly to investors than MWCPX (0.69). MWCIX (254.00) and MWCPX (254.00) have comparable annual turnover. MWCIX has a lower initial minimum investment than MWCPX: MWCIX (3000000) vs MWCPX (25000000). MWCPX (4.34) and MWCIX (4.29) have marching annual gain over last year. MWCPX (13.35) and MWCIX (12.93) have equivalent 5 years return.
| MWCIX | MWCPX | MWCIX / MWCPX | |
| Total Expense Ratio | 0.75 | 0.69 | 109% |
| Annual Report Gross Expense Ratio | 0.75 | 0.69 | 109% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 0.980 | 1.106 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 25000000 | 12% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.65B | 2.65B | 100% |
| Annual Yield % from dividends | 4.83 | 4.88 | 99% |
| Returns for 1 year | 4.29 | 4.34 | 99% |
| Returns for 3 years | 20.58 | 20.90 | 98% |
| Returns for 5 years | 12.93 | 13.35 | 97% |
| Returns for 10 years | 34.06 | N/A | - |
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