BTFIX
Price
$7.56
Change
-$0.00 (-0.00%)
Updated
May 23 closing price
Net Assets
50.35M
MWCPX
Price
$10.30
Change
+$0.01 (+0.10%)
Updated
May 23 closing price
Net Assets
2.71B
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BTFIX vs MWCPX

Header iconBTFIX vs MWCPX Comparison
Open Charts BTFIX vs MWCPXBanner chart's image
BTS Tactical Fixed Income I
Price$7.56
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets50.35M
TCW MetWest Unconstrained Bd Plan
Price$10.30
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets2.71B
BTFIX vs MWCPX Comparison Chart
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BTFIX vs. MWCPX commentary
May 25, 2025

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 BTFIX is a Hold and MWCPX is a Hold.

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FUNDAMENTALS
Fundamentals
MWCPX has more cash in the bank: 2.71B vs. BTFIX (50.4M). MWCPX pays higher dividends than BTFIX: MWCPX (6.44) vs BTFIX (4.93). BTFIX was incepted earlier than MWCPX: BTFIX (10 years) vs MWCPX (5 years). BTFIX (1.84) is less costly to investors than MWCPX (0.69). MWCPX is a more actively managed with annual turnover of: 257.00 vs. BTFIX (32.00). BTFIX has a lower initial minimum investment than MWCPX: BTFIX (100000) vs MWCPX (25000000). MWCPX annual gain was more profitable for investors over the last year : 7.82 vs. BTFIX (3.52). MWCPX return over 5 years is better than : 14.69 vs. BTFIX (-7.95).
BTFIXMWCPXBTFIX / MWCPX
Total Expense Ratio1.840.69267%
Annual Report Gross Expense Ratio1.840.69267%
Fund Existence10 years5 years-
Gain YTD-1.7632.311-76%
Front LoadN/AN/A-
Min. Initial Investment100000250000000%
Min. Initial Investment IRAN/AN/A-
Net Assets50.4M2.71B2%
Annual Yield % from dividends4.936.4476%
Returns for 1 year3.527.8245%
Returns for 3 years-0.7415.19-5%
Returns for 5 years-7.9514.69-54%
Returns for 10 yearsN/AN/A-
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