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GIOSX vs MWCRX
GIOSX vs MWCRX Comparison
Open Charts GIOSX vs MWCRX
Guggenheim Macro Opportunities R6
Price$25.03
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets8.76B
TCW MetWest Unconstrained Bd M
Price$10.50
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.73B
GIOSX vs MWCRX Comparison Chart in %
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GIOSX vs. MWCRX commentary
Sep 22, 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 MWCRX is a Hold.
FUNDAMENTALS
Fundamentals
GIOSX has more cash in the bank: 8.76B vs. MWCRX (2.73B). MWCRX (5.82) and GIOSX (5.80) have matching dividends . GIOSX was incepted earlier than MWCRX: GIOSX (7 years) vs MWCRX (14 years). MWCRX (1.03) and GIOSX (0.98) have similar cost to investors . MWCRX is a more actively managed with annual turnover of: 188.00 vs. GIOSX (24.00). MWCRX has a lower initial minimum investment than GIOSX: MWCRX (5000) vs GIOSX (2000000). GIOSX annual gain was more profitable for investors over the last year : 6.50 vs. MWCRX (5.75). GIOSX return over 5 years is better than : 23.98 vs. MWCRX (12.13).
| GIOSX | MWCRX | GIOSX / MWCRX | |
| Total Expense Ratio | 0.93 | 1.03 | 90% |
| Annual Report Gross Expense Ratio | 0.98 | 1.03 | 95% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | 5.570 | 6.191 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 5000 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.76B | 2.73B | 321% |
| Annual Yield % from dividends | 5.80 | 5.82 | 100% |
| Returns for 1 year | 6.50 | 5.75 | 113% |
| Returns for 3 years | 25.62 | 20.92 | 122% |
| Returns for 5 years | 23.98 | 12.13 | 198% |
| Returns for 10 years | N/A | 30.36 | - |
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