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CPITX vs MWCPX
CPITX vs MWCPX Comparison
Open Charts CPITX vs MWCPX
Counterpoint Tactical Income I
Price$11.09
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets1.95B
TCW MetWest Unconstrained Bd Plan
Price$10.34
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets2.65B
CPITX vs MWCPX Comparison Chart
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CPITX vs. MWCPX commentary
Jun 02, 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 StrongBuy and MWCPX is a Hold.
FUNDAMENTALS
Fundamentals
MWCPX has more cash in the bank: 2.65B vs. CPITX (1.95B). MWCPX pays higher dividends than CPITX: MWCPX (5.93) vs CPITX (5.55). CPITX was incepted earlier than MWCPX: CPITX (11 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 : 8.46 vs. CPITX (4.27). CPITX return over 5 years is better than : 28.36 vs. MWCPX (14.33).
| CPITX | MWCPX | CPITX / MWCPX | |
| Total Expense Ratio | 2.00 | 0.69 | 290% |
| Annual Report Gross Expense Ratio | 2.00 | 0.69 | 290% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | -0.277 | 2.709 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 2.65B | 73% |
| Annual Yield % from dividends | 5.55 | 5.93 | 94% |
| Returns for 1 year | 4.27 | 8.46 | 50% |
| Returns for 3 years | 16.53 | 14.80 | 112% |
| Returns for 5 years | 28.36 | 14.33 | 198% |
| Returns for 10 years | 57.13 | N/A | - |
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