GIOIX
Price
$25.06
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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GIOIX vs MWCPX

Header iconGIOIX vs MWCPX Comparison
Open Charts GIOIX vs MWCPXBanner chart's image
Guggenheim Macro Opportunities Instl
Price$25.06
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
GIOIX vs MWCPX Comparison Chart in %
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GIOIX 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 GIOIX is a Buy and MWCPX is a Hold.

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FUNDAMENTALS
Fundamentals
GIOIX has more cash in the bank: 8.91B vs. MWCPX (2.75B). MWCPX (6.02) and GIOIX (5.82) have matching dividends . GIOIX was incepted earlier than MWCPX: GIOIX (14 years) vs MWCPX (6 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). MWCPX annual gain was more profitable for investors over the last year : 8.06 vs. GIOIX (7.34). GIOIX return over 5 years is better than : 23.69 vs. MWCPX (14.56).
GIOIXMWCPXGIOIX / MWCPX
Total Expense Ratio0.930.69135%
Annual Report Gross Expense Ratio1.050.69152%
Fund Existence14 years6 years-
Gain YTD6.1987.07588%
Front LoadN/AN/A-
Min. Initial Investment2000000250000008%
Min. Initial Investment IRAN/AN/A-
Net Assets8.91B2.75B324%
Annual Yield % from dividends5.826.0297%
Returns for 1 year7.348.0691%
Returns for 3 years30.3826.28116%
Returns for 5 years23.6914.56163%
Returns for 10 years55.03N/A-
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