Interact to see
Advertisement
Advertisement
MWCPX vs NTBAX
MWCPX vs NTBAX Comparison
Open Charts MWCPX vs NTBAX
MWCPX vs NTBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MWCPX vs. NTBAX commentary
Aug 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 NTBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NTBAX has more cash in the bank: 7.14B vs. MWCPX (2.65B). MWCPX pays higher dividends than NTBAX: MWCPX (5.40) vs NTBAX (3.87). MWCPX was incepted earlier than NTBAX: MWCPX (6 years) vs NTBAX (12 years). NTBAX (1.30) is less costly to investors than MWCPX (0.68). MWCPX is a more actively managed with annual turnover of: 254.00 vs. NTBAX (44.00). NTBAX has a lower initial minimum investment than MWCPX: NTBAX (5000) vs MWCPX (25000000). NTBAX (4.80) and MWCPX (4.78) have marching annual gain over last year. MWCPX return over 5 years is better than : 14.33 vs. NTBAX (9.00).
| MWCPX | NTBAX | MWCPX / NTBAX | |
| Total Expense Ratio | 0.68 | 1.28 | 53% |
| Annual Report Gross Expense Ratio | 0.68 | 1.30 | 52% |
| Fund Existence | 6 years | 12 years | - |
| Gain YTD | 1.635 | 1.934 | 85% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 25000000 | 5000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.65B | 7.14B | 37% |
| Annual Yield % from dividends | 5.40 | 3.87 | 140% |
| Returns for 1 year | 4.78 | 4.80 | 100% |
| Returns for 3 years | 22.97 | 17.51 | 131% |
| Returns for 5 years | 14.33 | 9.00 | 159% |
| Returns for 10 years | N/A | 29.90 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement