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GIOSX vs MWCIX
GIOSX vs MWCIX Comparison
Open Charts GIOSX vs MWCIX
Guggenheim Macro Opportunities R6
Price$24.85
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets8.44B
TCW MetWest Unconstrained Bd I
Price$10.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.69B
GIOSX vs MWCIX Comparison Chart in %
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GIOSX vs. MWCIX commentary
Jul 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 GIOSX is a Buy and MWCIX is a Hold.
FUNDAMENTALS
Fundamentals
GIOSX has more cash in the bank: 8.44B vs. MWCIX (2.69B). MWCIX pays higher dividends than GIOSX: MWCIX (6.44) vs GIOSX (5.75). GIOSX was incepted earlier than MWCIX: GIOSX (6 years) vs MWCIX (14 years). GIOSX (0.98) is less costly to investors than MWCIX (0.75). MWCIX is a more actively managed with annual turnover of: 188.00 vs. GIOSX (24.00). GIOSX has a lower initial minimum investment than MWCIX: GIOSX (2000000) vs MWCIX (3000000). MWCIX (7.59) and GIOSX (7.53) have marching annual gain over last year. GIOSX return over 5 years is better than : 25.76 vs. MWCIX (12.64).
| GIOSX | MWCIX | GIOSX / MWCIX | |
| Total Expense Ratio | 0.93 | 0.75 | 124% |
| Annual Report Gross Expense Ratio | 0.98 | 0.75 | 131% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 3.690 | 4.274 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.44B | 2.69B | 314% |
| Annual Yield % from dividends | 5.75 | 6.44 | 89% |
| Returns for 1 year | 7.53 | 7.59 | 99% |
| Returns for 3 years | 22.03 | 18.34 | 120% |
| Returns for 5 years | 25.76 | 12.64 | 204% |
| Returns for 10 years | N/A | 31.21 | - |
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