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GIOSX vs MWCIX
GIOSX vs MWCIX Comparison
Open Charts GIOSX vs MWCIX
Guggenheim Macro Opportunities R6
Price$24.87
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.38B
TCW MetWest Unconstrained Bd I
Price$10.39
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets2.68B
GIOSX vs MWCIX Comparison Chart in %
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GIOSX vs. MWCIX commentary
Jul 03, 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 Hold and MWCIX is a Hold.
FUNDAMENTALS
Fundamentals
GIOSX has more cash in the bank: 8.38B vs. MWCIX (2.68B). 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: 257.00 vs. GIOSX (24.00). GIOSX has a lower initial minimum investment than MWCIX: GIOSX (2000000) vs MWCIX (3000000). MWCIX (8.74) and GIOSX (8.37) have marching annual gain over last year. GIOSX return over 5 years is better than : 28.85 vs. MWCIX (13.73).
| 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 | 3.774 | 4.576 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.38B | 2.68B | 313% |
| Annual Yield % from dividends | 5.75 | 6.44 | 89% |
| Returns for 1 year | 8.37 | 8.74 | 96% |
| Returns for 3 years | 24.05 | 19.01 | 127% |
| Returns for 5 years | 28.85 | 13.73 | 210% |
| Returns for 10 years | N/A | 31.37 | - |
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