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GIOSX vs MWCRX
GIOSX vs MWCRX Comparison
Open Charts GIOSX vs MWCRX
Guggenheim Macro Opportunities R6
Price$24.85
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets8.38B
TCW MetWest Unconstrained Bd M
Price$10.39
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets2.67B
GIOSX vs MWCRX Comparison Chart in %
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GIOSX vs. MWCRX commentary
Jul 06, 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: 8.38B vs. MWCRX (2.67B). MWCRX pays higher dividends than GIOSX: MWCRX (6.16) vs GIOSX (5.75). 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 (8.11) and MWCRX (8.02) have marching annual gain over last year. GIOSX return over 5 years is better than : 28.75 vs. MWCRX (11.93).
| 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 | 3.690 | 4.233 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 5000 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.38B | 2.67B | 314% |
| Annual Yield % from dividends | 5.75 | 6.16 | 93% |
| Returns for 1 year | 8.11 | 8.02 | 101% |
| Returns for 3 years | 23.95 | 17.78 | 135% |
| Returns for 5 years | 28.75 | 11.93 | 241% |
| Returns for 10 years | N/A | 27.29 | - |
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