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BTFIX vs MWCPX
BTFIX vs MWCPX Comparison
Open Charts BTFIX vs MWCPX
BTS Tactical Fixed Income I
Price$7.63
Change-$0.02 (-0.26%)
VolumeN/A
Net Assets49.25M
TCW MetWest Unconstrained Bd Plan
Price$10.34
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets2.66B
BTFIX vs MWCPX Comparison Chart
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BTFIX vs. MWCPX commentary
Jun 16, 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 StrongBuy and MWCPX is a Hold.
FUNDAMENTALS
Fundamentals
MWCPX has more cash in the bank: 2.66B vs. BTFIX (49.3M). MWCPX pays higher dividends than BTFIX: MWCPX (6.56) vs BTFIX (4.90). 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 : 7.42 vs. BTFIX (3.27). MWCPX return over 5 years is better than : 13.87 vs. BTFIX (-7.78).
| BTFIX | MWCPX | BTFIX / MWCPX | |
| Total Expense Ratio | 1.84 | 0.69 | 267% |
| Annual Report Gross Expense Ratio | 1.84 | 0.69 | 267% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | -0.853 | 3.361 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.3M | 2.66B | 2% |
| Annual Yield % from dividends | 4.90 | 6.56 | 75% |
| Returns for 1 year | 3.27 | 7.42 | 44% |
| Returns for 3 years | 6.81 | 18.92 | 36% |
| Returns for 5 years | -7.78 | 13.87 | -56% |
| Returns for 10 years | 2.64 | N/A | - |
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