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GIOSX vs MWCRX
GIOSX vs MWCRX Comparison
Open Charts GIOSX vs MWCRX
Guggenheim Macro Opportunities R6
Price$24.94
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.93B
TCW MetWest Unconstrained Bd M
Price$10.49
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.75B
GIOSX vs MWCRX Comparison Chart in %
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GIOSX vs. MWCRX commentary
Nov 20, 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: 8.93B vs. MWCRX (2.75B). GIOSX pays higher dividends than MWCRX: GIOSX (5.87) vs MWCRX (5.49). 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). MWCRX annual gain was more profitable for investors over the last year : 7.69 vs. GIOSX (7.01). GIOSX return over 5 years is better than : 21.36 vs. MWCRX (11.54).
| 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 | 6.266 | 6.969 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 5000 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.93B | 2.75B | 325% |
| Annual Yield % from dividends | 5.87 | 5.49 | 107% |
| Returns for 1 year | 7.01 | 7.69 | 91% |
| Returns for 3 years | 27.19 | 23.29 | 117% |
| Returns for 5 years | 21.36 | 11.54 | 185% |
| Returns for 10 years | N/A | 31.34 | - |
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