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GIOAX vs MWCPX
GIOAX vs MWCPX Comparison
Open Charts GIOAX vs MWCPX
Guggenheim Macro Opportunities A
Price$24.59
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets8.18B
TCW MetWest Unconstrained Bd Plan
Price$10.30
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets2.72B
GIOAX vs MWCPX Comparison Chart
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GIOAX vs. MWCPX commentary
May 25, 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: 8.18B vs. MWCPX (2.72B). MWCPX pays higher dividends than GIOAX: MWCPX (6.44) vs GIOAX (5.52). GIOAX was incepted earlier than MWCPX: GIOAX (13 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 annual gain was more profitable for investors over the last year : 7.82 vs. GIOAX (7.30). GIOAX return over 5 years is better than : 27.92 vs. MWCPX (14.69).
| GIOAX | MWCPX | GIOAX / MWCPX | |
| Total Expense Ratio | 1.27 | 0.69 | 184% |
| Annual Report Gross Expense Ratio | 1.32 | 0.69 | 191% |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 1.655 | 2.311 | 72% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.18B | 2.72B | 301% |
| Annual Yield % from dividends | 5.52 | 6.44 | 86% |
| Returns for 1 year | 7.30 | 7.82 | 93% |
| Returns for 3 years | 17.72 | 15.19 | 117% |
| Returns for 5 years | 27.92 | 14.69 | 190% |
| Returns for 10 years | 40.82 | N/A | - |
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