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GIOAX vs MWCPX
GIOAX vs MWCPX Comparison
Open Charts GIOAX vs MWCPX
Guggenheim Macro Opportunities A
Price$24.92
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.63B
TCW MetWest Unconstrained Bd Plan
Price$10.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.7B
GIOAX vs MWCPX Comparison Chart in %
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GIOAX vs. MWCPX commentary
Aug 29, 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 GIOAX is a Buy and MWCPX is a Hold.
FUNDAMENTALS
Fundamentals
GIOAX has more cash in the bank: 8.63B vs. MWCPX (2.7B). MWCPX pays higher dividends than GIOAX: MWCPX (6.32) vs GIOAX (5.51). GIOAX was incepted earlier than MWCPX: GIOAX (14 years) vs MWCPX (5 years). GIOAX (1.32) is less costly to investors than MWCPX (0.69). MWCPX is a more actively managed with annual turnover of: 188.00 vs. GIOAX (24.00). GIOAX has a lower initial minimum investment than MWCPX: GIOAX (2500) vs MWCPX (25000000). GIOAX (6.60) and MWCPX (6.48) have marching annual gain over last year. GIOAX return over 5 years is better than : 22.28 vs. MWCPX (13.57).
| GIOAX | MWCPX | GIOAX / MWCPX | |
| Total Expense Ratio | 1.27 | 0.69 | 184% |
| Annual Report Gross Expense Ratio | 1.32 | 0.69 | 191% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 4.521 | 5.403 | 84% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.63B | 2.7B | 320% |
| Annual Yield % from dividends | 5.51 | 6.32 | 87% |
| Returns for 1 year | 6.60 | 6.48 | 102% |
| Returns for 3 years | 21.28 | 19.34 | 110% |
| Returns for 5 years | 22.28 | 13.57 | 164% |
| Returns for 10 years | 45.54 | N/A | - |
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