Interact to see
Advertisement
Advertisement
MWTNX vs SMARX
MWTNX vs SMARX Comparison
Open Charts MWTNX vs SMARX
MWTNX vs SMARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MWTNX 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 MWTNX is a Hold and SMARX is a Hold.
FUNDAMENTALS
Fundamentals
MWTNX has more cash in the bank: 28.7B vs. SMARX (201M). SMARX pays higher dividends than MWTNX: SMARX (5.16) vs MWTNX (3.69). MWTNX was incepted earlier than SMARX: MWTNX (17 years) vs SMARX (21 years). MWTNX (0.78) is less costly to investors than SMARX (0.00). MWTNX is a more actively managed with annual turnover of: 418.00 vs. SMARX (50.64). SMARX has a lower initial minimum investment than MWTNX: SMARX (0) vs MWTNX (2500). SMARX annual gain was more profitable for investors over the last year : 4.18 vs. MWTNX (3.15). SMARX return over 5 years is better than : 12.12 vs. MWTNX (-2.83).
| MWTNX | SMARX | MWTNX / SMARX | |
| Total Expense Ratio | 0.78 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.78 | 0.00 | - |
| Fund Existence | 17 years | 21 years | - |
| Gain YTD | 0.197 | 1.389 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.7B | 201M | 14,279% |
| Annual Yield % from dividends | 3.69 | 5.16 | 71% |
| Returns for 1 year | 3.15 | 4.18 | 75% |
| Returns for 3 years | 12.18 | 19.78 | 62% |
| Returns for 5 years | -2.83 | 12.12 | -23% |
| Returns for 10 years | 6.35 | 37.94 | 17% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement