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GIOSX vs MWCIX
GIOSX vs MWCIX Comparison
Open Charts GIOSX vs MWCIX
Guggenheim Macro Opportunities R6
Price$24.71
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets8.26B
TCW MetWest Unconstrained Bd I
Price$10.31
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets2.66B
GIOSX vs MWCIX Comparison Chart
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GIOSX vs. MWCIX commentary
Jun 07, 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: 8.26B vs. MWCIX (2.66B). MWCIX pays higher dividends than GIOSX: MWCIX (6.50) vs GIOSX (5.79). 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). GIOSX (7.63) and MWCIX (7.35) have marching annual gain over last year. GIOSX return over 5 years is better than : 27.73 vs. MWCIX (13.24).
| 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 | 2.739 | 3.233 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.26B | 2.66B | 311% |
| Annual Yield % from dividends | 5.79 | 6.50 | 89% |
| Returns for 1 year | 7.63 | 7.35 | 104% |
| Returns for 3 years | 19.10 | 15.74 | 121% |
| Returns for 5 years | 27.73 | 13.24 | 209% |
| Returns for 10 years | N/A | 29.62 | - |