Interact to see
Advertisement
Advertisement
GIOIX vs MWCPX
GIOIX vs MWCPX Comparison
Open Charts GIOIX vs MWCPX
Guggenheim Macro Opportunities Instl
Price$24.79
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets8.28B
TCW MetWest Unconstrained Bd Plan
Price$10.36
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets2.66B
GIOIX vs MWCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GIOIX vs. MWCPX commentary
Jun 13, 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 GIOIX is a Buy and MWCPX is a Hold.
FUNDAMENTALS
Fundamentals
GIOIX has more cash in the bank: 8.29B vs. MWCPX (2.66B). MWCPX pays higher dividends than GIOIX: MWCPX (6.56) vs GIOIX (5.79). GIOIX was incepted earlier than MWCPX: GIOIX (14 years) vs MWCPX (5 years). GIOIX (1.05) is less costly to investors than MWCPX (0.69). MWCPX is a more actively managed with annual turnover of: 257.00 vs. GIOIX (24.00). GIOIX has a lower initial minimum investment than MWCPX: GIOIX (2000000) vs MWCPX (25000000). MWCPX (7.83) and GIOIX (7.67) have marching annual gain over last year. GIOIX return over 5 years is better than : 28.72 vs. MWCPX (13.98).
| GIOIX | MWCPX | GIOIX / MWCPX | |
| Total Expense Ratio | 0.93 | 0.69 | 135% |
| Annual Report Gross Expense Ratio | 1.05 | 0.69 | 152% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 2.821 | 3.461 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 25000000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.29B | 2.66B | 311% |
| Annual Yield % from dividends | 5.79 | 6.56 | 88% |
| Returns for 1 year | 7.67 | 7.83 | 98% |
| Returns for 3 years | 21.88 | 18.59 | 118% |
| Returns for 5 years | 28.72 | 13.98 | 205% |
| Returns for 10 years | 47.98 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement