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CPITX vs MWCPX
CPITX vs MWCPX Comparison
Open Charts CPITX vs MWCPX
Counterpoint Tactical Income I
Price$11.00
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets1.9B
TCW MetWest Unconstrained Bd Plan
Price$10.30
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets2.71B
CPITX vs MWCPX Comparison Chart
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CPITX vs. MWCPX commentary
Apr 28, 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 CPITX is a Buy and MWCPX is a Hold.
FUNDAMENTALS
Fundamentals
MWCPX has more cash in the bank: 2.71B vs. CPITX (1.9B). MWCPX pays higher dividends than CPITX: MWCPX (6.53) vs CPITX (5.76). CPITX was incepted earlier than MWCPX: CPITX (10 years) vs MWCPX (5 years). CPITX (2.00) is less costly to investors than MWCPX (0.69). MWCPX is a more actively managed with annual turnover of: 257.00 vs. CPITX (61.00). CPITX has a lower initial minimum investment than MWCPX: CPITX (100000) vs MWCPX (25000000). MWCPX annual gain was more profitable for investors over the last year : 8.92 vs. CPITX (3.60). CPITX return over 5 years is better than : 26.43 vs. MWCPX (16.43).
| CPITX | MWCPX | CPITX / MWCPX | |
| Total Expense Ratio | 2.00 | 0.69 | 290% |
| Annual Report Gross Expense Ratio | 2.00 | 0.69 | 290% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | -1.874 | 1.756 | -107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 2.71B | 70% |
| Annual Yield % from dividends | 5.76 | 6.53 | 88% |
| Returns for 1 year | 3.60 | 8.92 | 40% |
| Returns for 3 years | 14.95 | 13.23 | 113% |
| Returns for 5 years | 26.43 | 16.43 | 161% |
| Returns for 10 years | 54.72 | N/A | - |
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