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GIOSX vs MWCIX
GIOSX vs MWCIX Comparison
Open Charts GIOSX vs MWCIX
Guggenheim Macro Opportunities R6
Price$24.94
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets8.63B
TCW MetWest Unconstrained Bd I
Price$10.42
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets2.7B
GIOSX vs MWCIX Comparison Chart in %
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GIOSX vs. MWCIX commentary
Aug 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: 8.63B vs. MWCIX (2.7B). MWCIX pays higher dividends than GIOSX: MWCIX (6.26) vs GIOSX (5.82). 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). GIOSX annual gain was more profitable for investors over the last year : 6.80 vs. MWCIX (6.21). GIOSX return over 5 years is better than : 24.65 vs. MWCIX (13.02).
| 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 | 4.540 | 5.160 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.63B | 2.7B | 320% |
| Annual Yield % from dividends | 5.82 | 6.26 | 93% |
| Returns for 1 year | 6.80 | 6.21 | 109% |
| Returns for 3 years | 21.93 | 18.56 | 118% |
| Returns for 5 years | 24.65 | 13.02 | 189% |
| Returns for 10 years | N/A | 32.76 | - |
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