MWCPX
Price
$10.38
Change
-$0.01 (-0.10%)
Updated
Jun 3 closing price
Net Assets
2.7B
NTBAX
Price
$9.74
Change
-$0.02 (-0.20%)
Updated
Jun 3 closing price
Net Assets
7.24B
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MWCPX vs NTBAX

Header iconMWCPX vs NTBAX Comparison
Open Charts MWCPX vs NTBAXBanner chart's image
MWCPX vs NTBAX Comparison Chart in %
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MWCPX vs. NTBAX commentary
Jun 04, 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.

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FUNDAMENTALS
Fundamentals
NTBAX has more cash in the bank: 7.24B vs. MWCPX (2.7B). MWCPX pays higher dividends than NTBAX: MWCPX (5.48) vs NTBAX (4.29). MWCPX was incepted earlier than NTBAX: MWCPX (6 years) vs NTBAX (12 years). NTBAX (1.30) is less costly to investors than MWCPX (0.69). MWCPX is a more actively managed with annual turnover of: 188.00 vs. NTBAX (44.00). NTBAX has a lower initial minimum investment than MWCPX: NTBAX (5000) vs MWCPX (25000000). NTBAX (6.49) and MWCPX (6.34) have marching annual gain over last year. MWCPX return over 5 years is better than : 14.33 vs. NTBAX (9.08).
MWCPXNTBAXMWCPX / NTBAX
Total Expense Ratio0.691.2854%
Annual Report Gross Expense Ratio0.691.3053%
Fund Existence6 years12 years-
Gain YTD1.4391.52095%
Front LoadN/A4%-
Min. Initial Investment250000005000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.7B7.24B37%
Annual Yield % from dividends5.484.29128%
Returns for 1 year6.346.4998%
Returns for 3 years21.8517.66124%
Returns for 5 years14.339.08158%
Returns for 10 yearsN/A35.02-
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