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MWTIX vs SMARX
MWTIX vs SMARX Comparison
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MWTIX vs SMARX Comparison Chart in %
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MWTIX vs. SMARX commentary
Jul 01, 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 MWTIX is a Hold and SMARX is a Hold.
FUNDAMENTALS
Fundamentals
MWTIX has more cash in the bank: 28.7B vs. SMARX (201M). SMARX pays higher dividends than MWTIX: SMARX (5.16) vs MWTIX (4.05). MWTIX was incepted earlier than SMARX: MWTIX (26 years) vs SMARX (21 years). MWTIX (0.44) is less costly to investors than SMARX (0.00). MWTIX is a more actively managed with annual turnover of: 418.00 vs. SMARX (50.64). SMARX has a lower initial minimum investment than MWTIX: SMARX (0) vs MWTIX (3000000). SMARX annual gain was more profitable for investors over the last year : 4.18 vs. MWTIX (3.53). SMARX return over 5 years is better than : 12.12 vs. MWTIX (-1.17).
| MWTIX | SMARX | MWTIX / SMARX | |
| Total Expense Ratio | 0.44 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.44 | 0.00 | - |
| Fund Existence | 26 years | 21 years | - |
| Gain YTD | 0.350 | 1.389 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.7B | 201M | 14,279% |
| Annual Yield % from dividends | 4.05 | 5.16 | 78% |
| Returns for 1 year | 3.53 | 4.18 | 84% |
| Returns for 3 years | 13.34 | 19.78 | 67% |
| Returns for 5 years | -1.17 | 12.12 | -10% |
| Returns for 10 years | 10.00 | 37.94 | 26% |
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