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GIOSX vs MWCIX
GIOSX vs MWCIX Comparison
Open Charts GIOSX vs MWCIX
Guggenheim Macro Opportunities R6
Price$24.59
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets8.1B
TCW MetWest Unconstrained Bd I
Price$10.32
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets2.71B
GIOSX vs MWCIX Comparison Chart
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GIOSX vs. MWCIX commentary
Apr 30, 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: 8.1B vs. MWCIX (2.71B). MWCIX pays higher dividends than GIOSX: MWCIX (6.47) vs GIOSX (5.80). 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 annual gain was more profitable for investors over the last year : 8.63 vs. GIOSX (7.89). GIOSX return over 5 years is better than : 30.79 vs. MWCIX (15.56).
| 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 | 0.971 | 1.739 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.1B | 2.71B | 299% |
| Annual Yield % from dividends | 5.80 | 6.47 | 90% |
| Returns for 1 year | 7.89 | 8.63 | 91% |
| Returns for 3 years | 15.21 | 13.32 | 114% |
| Returns for 5 years | 30.79 | 15.56 | 198% |
| Returns for 10 years | N/A | 27.64 | - |
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