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MWCRX vs NTBIX
MWCRX vs NTBIX Comparison
Open Charts MWCRX vs NTBIX
MWCRX vs NTBIX Comparison Chart in %
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MWCRX vs. NTBIX commentary
Aug 03, 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 MWCRX is a Hold and NTBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NTBIX has more cash in the bank: 7.14B vs. MWCRX (2.65B). MWCRX pays higher dividends than NTBIX: MWCRX (4.54) vs NTBIX (4.12). MWCRX was incepted earlier than NTBIX: MWCRX (15 years) vs NTBIX (12 years). NTBIX (1.05) and MWCRX (1.03) have similar cost to investors . MWCRX is a more actively managed with annual turnover of: 254.00 vs. NTBIX (44.00). MWCRX has a lower initial minimum investment than NTBIX: MWCRX (5000) vs NTBIX (25000). NTBIX annual gain was more profitable for investors over the last year : 4.86 vs. MWCRX (3.99). MWCRX return over 5 years is better than : 11.35 vs. NTBIX (9.78).
| MWCRX | NTBIX | MWCRX / NTBIX | |
| Total Expense Ratio | 1.03 | 1.03 | 100% |
| Annual Report Gross Expense Ratio | 1.03 | 1.05 | 98% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 0.827 | 1.539 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 25000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.65B | 7.14B | 37% |
| Annual Yield % from dividends | 4.54 | 4.12 | 110% |
| Returns for 1 year | 3.99 | 4.86 | 82% |
| Returns for 3 years | 19.55 | 16.72 | 117% |
| Returns for 5 years | 11.35 | 9.78 | 116% |
| Returns for 10 years | 30.28 | 35.26 | 86% |
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