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GIOIX vs MWCPX
GIOIX vs MWCPX Comparison
Open Charts GIOIX vs MWCPX
Guggenheim Macro Opportunities Instl
Price$24.62
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets8.11B
TCW MetWest Unconstrained Bd Plan
Price$10.32
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets2.72B
GIOIX vs MWCPX Comparison Chart
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GIOIX vs. MWCPX commentary
Apr 30, 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 Hold and MWCPX is a Hold.
FUNDAMENTALS
Fundamentals
GIOIX has more cash in the bank: 8.11B vs. MWCPX (2.72B). MWCPX pays higher dividends than GIOIX: MWCPX (6.53) vs GIOIX (5.80). GIOIX was incepted earlier than MWCPX: GIOIX (13 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 annual gain was more profitable for investors over the last year : 8.70 vs. GIOIX (7.89). GIOIX return over 5 years is better than : 30.55 vs. MWCPX (15.58).
| GIOIX | MWCPX | GIOIX / MWCPX | |
| Total Expense Ratio | 0.93 | 0.69 | 135% |
| Annual Report Gross Expense Ratio | 1.05 | 0.69 | 152% |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 1.092 | 1.855 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 25000000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.11B | 2.72B | 298% |
| Annual Yield % from dividends | 5.80 | 6.53 | 89% |
| Returns for 1 year | 7.89 | 8.70 | 91% |
| Returns for 3 years | 15.30 | 13.73 | 111% |
| Returns for 5 years | 30.55 | 15.58 | 196% |
| Returns for 10 years | 45.58 | N/A | - |
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