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GIOAX vs MWCPX
GIOAX vs MWCPX Comparison
Open Charts GIOAX vs MWCPX
Guggenheim Macro Opportunities A
Price$24.71
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets8.29B
TCW MetWest Unconstrained Bd Plan
Price$10.34
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets2.66B
GIOAX vs MWCPX Comparison Chart
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GIOAX vs. MWCPX commentary
Jun 16, 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: 8.29B vs. MWCPX (2.66B). MWCPX pays higher dividends than GIOAX: MWCPX (6.56) vs GIOAX (5.48). 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: 257.00 vs. GIOAX (24.00). GIOAX has a lower initial minimum investment than MWCPX: GIOAX (2500) vs MWCPX (25000000). MWCPX (7.42) and GIOAX (7.17) have marching annual gain over last year. GIOAX return over 5 years is better than : 26.26 vs. MWCPX (13.87).
| 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 | 2.641 | 3.361 | 79% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.29B | 2.66B | 312% |
| Annual Yield % from dividends | 5.48 | 6.56 | 84% |
| Returns for 1 year | 7.17 | 7.42 | 97% |
| Returns for 3 years | 20.77 | 18.92 | 110% |
| Returns for 5 years | 26.26 | 13.87 | 189% |
| Returns for 10 years | 42.46 | N/A | - |
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