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BTFIX vs MWCPX
BTFIX vs MWCPX Comparison
Open Charts BTFIX vs MWCPX
BTS Tactical Fixed Income I
Price$7.59
Change+$0.01 (+0.13%)
VolumeN/A
Net Assets51.52M
TCW MetWest Unconstrained Bd Plan
Price$10.32
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets2.72B
BTFIX vs MWCPX Comparison Chart
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BTFIX vs. MWCPX commentary
May 01, 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 Buy and MWCPX is a Hold.
FUNDAMENTALS
Fundamentals
MWCPX has more cash in the bank: 2.72B vs. BTFIX (51.5M). MWCPX pays higher dividends than BTFIX: MWCPX (6.53) vs BTFIX (4.81). BTFIX was incepted earlier than MWCPX: BTFIX (10 years) vs MWCPX (5 years). BTFIX (1.68) 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 : 8.70 vs. BTFIX (4.20). MWCPX return over 5 years is better than : 15.58 vs. BTFIX (-7.91).
| BTFIX | MWCPX | BTFIX / MWCPX | |
| Total Expense Ratio | 1.68 | 0.69 | 243% |
| Annual Report Gross Expense Ratio | 1.68 | 0.69 | 243% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | -1.503 | 1.855 | -81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.5M | 2.72B | 2% |
| Annual Yield % from dividends | 4.81 | 6.53 | 74% |
| Returns for 1 year | 4.20 | 8.70 | 48% |
| Returns for 3 years | -0.24 | 13.73 | -2% |
| Returns for 5 years | -7.91 | 15.58 | -51% |
| Returns for 10 years | N/A | N/A | - |
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