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GIOSX vs MWCRX
GIOSX vs MWCRX Comparison
Open Charts GIOSX vs MWCRX
Guggenheim Macro Opportunities R6
Price$24.95
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets8.63B
TCW MetWest Unconstrained Bd M
Price$10.44
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets2.7B
GIOSX vs MWCRX Comparison Chart in %
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GIOSX vs. MWCRX commentary
Aug 28, 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: 8.63B vs. MWCRX (2.7B). MWCRX (5.98) and GIOSX (5.82) have matching dividends . GIOSX was incepted earlier than MWCRX: GIOSX (6 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 : 6.84 vs. MWCRX (6.11). GIOSX return over 5 years is better than : 24.51 vs. MWCRX (11.57).
| GIOSX | MWCRX | GIOSX / MWCRX | |
| Total Expense Ratio | 0.93 | 1.03 | 90% |
| Annual Report Gross Expense Ratio | 0.98 | 1.03 | 95% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 4.624 | 5.194 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 5000 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.63B | 2.7B | 320% |
| Annual Yield % from dividends | 5.82 | 5.98 | 97% |
| Returns for 1 year | 6.84 | 6.11 | 112% |
| Returns for 3 years | 22.03 | 17.78 | 124% |
| Returns for 5 years | 24.51 | 11.57 | 212% |
| Returns for 10 years | N/A | 29.35 | - |
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