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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
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 MWCIX is a Hold and MWCPX is a Hold.
FUNDAMENTALS
Fundamentals
MWCIX (2.7B) and MWCPX (2.7B) have equal amount of cash in the bank . MWCPX (5.48) and MWCIX (5.42) 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 (188.00) and MWCPX (188.00) have comparable annual turnover. MWCIX has a lower initial minimum investment than MWCPX: MWCIX (3000000) vs MWCPX (25000000). MWCPX (5.72) and MWCIX (5.67) have marching annual gain over last year. MWCPX (14.09) and MWCIX (13.87) 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 | 1.122 | 1.146 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 25000000 | 12% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.7B | 2.7B | 100% |
| Annual Yield % from dividends | 5.42 | 5.48 | 99% |
| Returns for 1 year | 5.67 | 5.72 | 99% |
| Returns for 3 years | 21.76 | 21.86 | 100% |
| Returns for 5 years | 13.87 | 14.09 | 98% |
| Returns for 10 years | 35.49 | N/A | - |