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GIOSX vs MWCRX
GIOSX vs MWCRX Comparison
Open Charts GIOSX vs MWCRX
Guggenheim Macro Opportunities R6
Price$24.63
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets8.17B
TCW MetWest Unconstrained Bd M
Price$10.31
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets2.71B
GIOSX vs MWCRX Comparison Chart
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GIOSX vs. MWCRX commentary
May 23, 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 MWCRX is a Hold.
FUNDAMENTALS
Fundamentals
GIOSX has more cash in the bank: 8.17B vs. MWCRX (2.72B). MWCRX (6.10) and GIOSX (5.84) have matching dividends . GIOSX was incepted earlier than MWCRX: GIOSX (6 years) vs MWCRX (14 years). MWCRX (1.04) is less costly to investors than GIOSX (0.98). MWCRX is a more actively managed with annual turnover of: 257.00 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 : 7.45 vs. MWCRX (6.93). GIOSX return over 5 years is better than : 30.34 vs. MWCRX (12.35).
| GIOSX | MWCRX | GIOSX / MWCRX | |
| Total Expense Ratio | 0.93 | 1.04 | 89% |
| Annual Report Gross Expense Ratio | 0.98 | 1.04 | 94% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 1.687 | 1.903 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 5000 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.17B | 2.72B | 301% |
| Annual Yield % from dividends | 5.84 | 6.10 | 96% |
| Returns for 1 year | 7.45 | 6.93 | 108% |
| Returns for 3 years | 19.03 | 13.89 | 137% |
| Returns for 5 years | 30.34 | 12.35 | 246% |
| Returns for 10 years | N/A | 24.42 | - |
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