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GIOIX vs MWCPX
GIOIX vs MWCPX Comparison
Open Charts GIOIX vs MWCPX
Guggenheim Macro Opportunities Instl
Price$24.86
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets8.44B
TCW MetWest Unconstrained Bd Plan
Price$10.38
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets2.69B
GIOIX vs MWCPX Comparison Chart in %
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GIOIX vs. MWCPX commentary
Jul 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: 8.44B vs. MWCPX (2.69B). MWCPX pays higher dividends than GIOIX: MWCPX (6.50) vs GIOIX (5.75). 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: 188.00 vs. GIOIX (24.00). GIOIX has a lower initial minimum investment than MWCPX: GIOIX (2000000) vs MWCPX (25000000). GIOIX (7.35) and MWCPX (7.24) have marching annual gain over last year. GIOIX return over 5 years is better than : 25.15 vs. MWCPX (12.86).
| 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 | 3.647 | 4.208 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 25000000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.44B | 2.69B | 314% |
| Annual Yield % from dividends | 5.75 | 6.50 | 89% |
| Returns for 1 year | 7.35 | 7.24 | 102% |
| Returns for 3 years | 20.11 | 16.99 | 118% |
| Returns for 5 years | 25.15 | 12.86 | 196% |
| Returns for 10 years | 48.64 | N/A | - |
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