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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
Sep 13, 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 (5.00) and MWCIX (4.95) have matching dividends . MWCIX was incepted earlier than MWCPX: MWCIX (15 years) vs MWCPX (7 years). MWCIX (0.74) is less costly to investors than MWCPX (0.68). 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 annual gain was more profitable for investors over the last year : 2.47 vs. MWCIX (2.32). MWCPX (12.88) and MWCIX (12.55) have equivalent 5 years return.
| MWCIX | MWCPX | MWCIX / MWCPX | |
| Total Expense Ratio | 0.72 | 0.68 | 106% |
| Annual Report Gross Expense Ratio | 0.74 | 0.68 | 109% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 0.617 | 0.748 | 83% |
| 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 | 4.95 | 5.00 | 99% |
| Returns for 1 year | 2.32 | 2.47 | 94% |
| Returns for 3 years | 20.51 | 20.71 | 99% |
| Returns for 5 years | 12.55 | 12.88 | 97% |
| Returns for 10 years | 33.18 | N/A | - |
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