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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
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 MWCPX is a Hold and MWSIX is a Hold.
FUNDAMENTALS
Fundamentals
MWCPX has more cash in the bank: 2.65B vs. MWSIX (59.4M). MWSIX (5.11) and MWCPX (5.00) have matching dividends . MWCPX was incepted earlier than MWSIX: MWCPX (7 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 annual gain was more profitable for investors over the last year : 2.66 vs. MWCPX (2.47). MWSIX return over 5 years is better than : 17.72 vs. MWCPX (12.88).
| MWCPX | MWSIX | MWCPX / MWSIX | |
| Total Expense Ratio | 0.68 | 0.80 | 85% |
| Annual Report Gross Expense Ratio | 0.68 | 1.10 | 62% |
| Fund Existence | 7 years | 22 years | - |
| Gain YTD | 0.748 | 0.974 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.65B | 59.4M | 4,466% |
| Annual Yield % from dividends | 5.00 | 5.11 | 98% |
| Returns for 1 year | 2.47 | 2.66 | 93% |
| Returns for 3 years | 20.71 | 21.08 | 98% |
| Returns for 5 years | 12.88 | 17.72 | 73% |
| Returns for 10 years | N/A | 42.16 | - |
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