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MWCPX vs MWSIX
MWCPX vs MWSIX Comparison
Open Charts MWCPX vs MWSIX
MWCPX vs MWSIX Comparison Chart in %
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MWCPX vs. MWSIX commentary
Aug 23, 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 MWCPX is a Hold and MWSIX is a Hold.
FUNDAMENTALS
Fundamentals
MWCPX has more cash in the bank: 2.65B vs. MWSIX (59.5M). MWSIX (5.54) and MWCPX (5.40) have matching dividends . MWCPX was incepted earlier than MWSIX: MWCPX (6 years) vs MWSIX (22 years). MWSIX (1.10) is less costly to investors than MWCPX (0.68). MWSIX is a more actively managed with annual turnover of: 302.00 vs. MWCPX (254.00). MWSIX has a lower initial minimum investment than MWCPX: MWSIX (3000000) vs MWCPX (25000000). MWSIX (4.79) and MWCPX (4.78) have marching annual gain over last year. MWSIX return over 5 years is better than : 19.14 vs. MWCPX (14.33).
| MWCPX | MWSIX | MWCPX / MWSIX | |
| Total Expense Ratio | 0.68 | 0.80 | 85% |
| Annual Report Gross Expense Ratio | 0.68 | 1.10 | 62% |
| Fund Existence | 6 years | 22 years | - |
| Gain YTD | 1.635 | 1.806 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.65B | 59.5M | 4,455% |
| Annual Yield % from dividends | 5.40 | 5.54 | 97% |
| Returns for 1 year | 4.78 | 4.79 | 100% |
| Returns for 3 years | 22.97 | 23.34 | 98% |
| Returns for 5 years | 14.33 | 19.14 | 75% |
| Returns for 10 years | N/A | 43.54 | - |
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