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GIOSX vs LROIX
GIOSX vs LROIX Comparison
Open Charts GIOSX vs LROIX
Guggenheim Macro Opportunities R6
Price$24.75
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets8.26B
BrandywineGLOBAL Global Unconst Bond I
Price$11.25
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets102.37M
GIOSX vs LROIX Comparison Chart
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GIOSX vs. LROIX commentary
Jun 06, 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 GIOSX is a Buy and LROIX is a Hold.
FUNDAMENTALS
Fundamentals
GIOSX has more cash in the bank: 8.26B vs. LROIX (102M). LROIX pays higher dividends than GIOSX: LROIX (6.94) vs GIOSX (5.79). GIOSX was incepted earlier than LROIX: GIOSX (6 years) vs LROIX (14 years). GIOSX (0.98) is less costly to investors than LROIX (0.93). LROIX is a more actively managed with annual turnover of: 138.00 vs. GIOSX (24.00). LROIX has a lower initial minimum investment than GIOSX: LROIX (1000000) vs GIOSX (2000000). GIOSX (7.64) and LROIX (7.50) have marching annual gain over last year. GIOSX return over 5 years is better than : 27.52 vs. LROIX (10.57).
| GIOSX | LROIX | GIOSX / LROIX | |
| Total Expense Ratio | 0.93 | 0.85 | 109% |
| Annual Report Gross Expense Ratio | 0.98 | 0.93 | 105% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 2.573 | 7.562 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.26B | 102M | 8,101% |
| Annual Yield % from dividends | 5.79 | 6.94 | 83% |
| Returns for 1 year | 7.64 | 7.50 | 102% |
| Returns for 3 years | 18.77 | 11.47 | 164% |
| Returns for 5 years | 27.52 | 10.57 | 260% |
| Returns for 10 years | N/A | 16.68 | - |
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