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FKBAX vs MWTIX
FKBAX vs MWTIX Comparison
Open Charts FKBAX vs MWTIX
Franklin Total Return A
Price$8.20
Change-$0.04 (-0.49%)
VolumeN/A
Net Assets3.02B
TCW MetWest Total Return Bd I
Price$8.91
Change-$0.06 (-0.67%)
VolumeN/A
Net Assets32.71B
FKBAX vs MWTIX Comparison Chart
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FKBAX vs. MWTIX commentary
Jun 07, 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 FKBAX is a Hold and MWTIX is a Hold.
FUNDAMENTALS
Fundamentals
MWTIX has more cash in the bank: 32.7B vs. FKBAX (3.02B). MWTIX pays higher dividends than FKBAX: MWTIX (4.42) vs FKBAX (3.98). FKBAX was incepted earlier than MWTIX: FKBAX (27 years) vs MWTIX (25 years). FKBAX (0.94) is less costly to investors than MWTIX (0.45). MWTIX is a more actively managed with annual turnover of: 450.00 vs. FKBAX (100.79). FKBAX has a lower initial minimum investment than MWTIX: FKBAX (1000) vs MWTIX (3000000). MWTIX annual gain was more profitable for investors over the last year : 4.37 vs. FKBAX (4.03). FKBAX return over 5 years is better than : -2.13 vs. MWTIX (-8.55).
| FKBAX | MWTIX | FKBAX / MWTIX | |
| Total Expense Ratio | 0.74 | 0.45 | 164% |
| Annual Report Gross Expense Ratio | 0.94 | 0.45 | 209% |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | 2.075 | 2.691 | 77% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.02B | 32.7B | 9% |
| Annual Yield % from dividends | 3.98 | 4.42 | 90% |
| Returns for 1 year | 4.03 | 4.37 | 92% |
| Returns for 3 years | 5.43 | 4.63 | 117% |
| Returns for 5 years | -2.13 | -8.55 | 25% |
| Returns for 10 years | 12.25 | 8.69 | 141% |
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