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MWCPX vs MWSIX
MWCPX vs MWSIX Comparison
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MWCPX vs MWSIX Comparison Chart in %
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MWCPX vs. MWSIX 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 MWCPX is a Hold and MWSIX is a Hold.
FUNDAMENTALS
Fundamentals
MWCPX has more cash in the bank: 2.7B vs. MWSIX (57.4M). MWSIX (5.60) and MWCPX (5.48) have matching dividends . MWCPX was incepted earlier than MWSIX: MWCPX (6 years) vs MWSIX (22 years). MWSIX (1.26) is less costly to investors than MWCPX (0.69). MWSIX is a more actively managed with annual turnover of: 237.00 vs. MWCPX (188.00). MWSIX has a lower initial minimum investment than MWCPX: MWSIX (3000000) vs MWCPX (25000000). MWCPX (5.72) and MWSIX (5.57) have marching annual gain over last year. MWSIX return over 5 years is better than : 19.01 vs. MWCPX (14.09).
| MWCPX | MWSIX | MWCPX / MWSIX | |
| Total Expense Ratio | 0.69 | 0.80 | 86% |
| Annual Report Gross Expense Ratio | 0.69 | 1.26 | 55% |
| Fund Existence | 6 years | 22 years | - |
| Gain YTD | 1.146 | 1.233 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.7B | 57.4M | 4,707% |
| Annual Yield % from dividends | 5.48 | 5.60 | 98% |
| Returns for 1 year | 5.72 | 5.57 | 103% |
| Returns for 3 years | 21.86 | 22.74 | 96% |
| Returns for 5 years | 14.09 | 19.01 | 74% |
| Returns for 10 years | N/A | 44.39 | - |
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