Ad is loading...
FKBAX vs MWTIX
FKBAX vs MWTIX Comparison
Open Charts FKBAX vs MWTIX
Franklin Total Return A
Price$8.20
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets3.02B
TCW MetWest Total Return Bd I
Price$8.92
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets32.86B
FKBAX vs MWTIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FKBAX vs. MWTIX commentary
May 14, 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: 32.9B vs. FKBAX (3.02B). MWTIX pays higher dividends than FKBAX: MWTIX (4.35) vs FKBAX (3.97). 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 : 5.30 vs. FKBAX (4.95). FKBAX return over 5 years is better than : 0.16 vs. MWTIX (-8.37).
| 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 | 1.338 | 1.850 | 72% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.02B | 32.9B | 9% |
| Annual Yield % from dividends | 3.97 | 4.35 | 91% |
| Returns for 1 year | 4.95 | 5.30 | 93% |
| Returns for 3 years | 4.84 | 3.87 | 125% |
| Returns for 5 years | 0.16 | -8.37 | -2% |
| Returns for 10 years | 10.26 | 6.71 | 153% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers