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MWTRX vs SMARX
MWTRX vs SMARX Comparison
Open Charts MWTRX vs SMARX
MWTRX vs SMARX Comparison Chart in %
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MWTRX 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 MWTRX is a Hold and SMARX is a Hold.
FUNDAMENTALS
Fundamentals
MWTRX has more cash in the bank: 28.7B vs. SMARX (201M). SMARX pays higher dividends than MWTRX: SMARX (5.16) vs MWTRX (3.81). MWTRX was incepted earlier than SMARX: MWTRX (29 years) vs SMARX (21 years). MWTRX (0.65) is less costly to investors than SMARX (0.00). MWTRX is a more actively managed with annual turnover of: 418.00 vs. SMARX (50.64). SMARX has a lower initial minimum investment than MWTRX: SMARX (0) vs MWTRX (5000). SMARX annual gain was more profitable for investors over the last year : 4.18 vs. MWTRX (3.29). SMARX return over 5 years is better than : 12.12 vs. MWTRX (-2.23).
| MWTRX | SMARX | MWTRX / SMARX | |
| Total Expense Ratio | 0.65 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.65 | 0.00 | - |
| Fund Existence | 29 years | 21 years | - |
| Gain YTD | 0.248 | 1.389 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.7B | 201M | 14,279% |
| Annual Yield % from dividends | 3.81 | 5.16 | 74% |
| Returns for 1 year | 3.29 | 4.18 | 79% |
| Returns for 3 years | 12.61 | 19.78 | 64% |
| Returns for 5 years | -2.23 | 12.12 | -18% |
| Returns for 10 years | 7.60 | 37.94 | 20% |
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