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MWTSX vs SMARX
MWTSX vs SMARX Comparison
Open Charts MWTSX vs SMARX
MWTSX vs SMARX Comparison Chart in %
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MWTSX 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 MWTSX is a Hold and SMARX is a Hold.
FUNDAMENTALS
Fundamentals
MWTSX has more cash in the bank: 28.7B vs. SMARX (201M). SMARX pays higher dividends than MWTSX: SMARX (5.16) vs MWTSX (4.11). MWTSX was incepted earlier than SMARX: MWTSX (15 years) vs SMARX (21 years). MWTSX (0.37) is less costly to investors than SMARX (0.00). MWTSX is a more actively managed with annual turnover of: 418.00 vs. SMARX (50.64). SMARX has a lower initial minimum investment than MWTSX: SMARX (0) vs MWTSX (25000000). SMARX annual gain was more profitable for investors over the last year : 4.18 vs. MWTSX (3.56). SMARX return over 5 years is better than : 12.12 vs. MWTSX (-0.91).
| MWTSX | SMARX | MWTSX / SMARX | |
| Total Expense Ratio | 0.37 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.37 | 0.00 | - |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | 0.305 | 1.389 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.7B | 201M | 14,279% |
| Annual Yield % from dividends | 4.11 | 5.16 | 80% |
| Returns for 1 year | 3.56 | 4.18 | 85% |
| Returns for 3 years | 13.58 | 19.78 | 69% |
| Returns for 5 years | -0.91 | 12.12 | -8% |
| Returns for 10 years | 10.25 | 37.94 | 27% |
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