GIOAX
Price
$25.02
Change
+$0.01 (+0.04%)
Updated
Oct 24 closing price
Net Assets
8.91B
MWCPX
Price
$10.51
Change
+$0.01 (+0.10%)
Updated
Oct 24 closing price
Net Assets
2.75B
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GIOAX vs MWCPX

Header iconGIOAX vs MWCPX Comparison
Open Charts GIOAX vs MWCPXBanner chart's image
Guggenheim Macro Opportunities A
Price$25.02
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets8.91B
TCW MetWest Unconstrained Bd Plan
Price$10.51
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets2.75B
GIOAX vs MWCPX Comparison Chart in %
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GIOAX vs. MWCPX commentary
Oct 28, 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.

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FUNDAMENTALS
Fundamentals
GIOAX has more cash in the bank: 8.91B vs. MWCPX (2.75B). MWCPX pays higher dividends than GIOAX: MWCPX (6.02) vs GIOAX (5.50). GIOAX was incepted earlier than MWCPX: GIOAX (14 years) vs MWCPX (6 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). MWCPX annual gain was more profitable for investors over the last year : 8.06 vs. GIOAX (6.96). GIOAX return over 5 years is better than : 21.35 vs. MWCPX (14.56).
GIOAXMWCPXGIOAX / MWCPX
Total Expense Ratio1.270.69184%
Annual Report Gross Expense Ratio1.320.69191%
Fund Existence14 years6 years-
Gain YTD5.9487.07584%
Front Load4%N/A-
Min. Initial Investment2500250000000%
Min. Initial Investment IRAN/AN/A-
Net Assets8.91B2.75B324%
Annual Yield % from dividends5.506.0291%
Returns for 1 year6.968.0686%
Returns for 3 years28.9826.28110%
Returns for 5 years21.3514.56147%
Returns for 10 years49.25N/A-
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