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GIOSX vs PMZIX
GIOSX vs PMZIX Comparison
Open Charts GIOSX vs PMZIX
Guggenheim Macro Opportunities R6
Price$25.06
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets8.91B
PIMCO Mortgage Opportunities and BdInstl
Price$9.45
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets12.5B
GIOSX vs PMZIX Comparison Chart in %
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GIOSX vs. PMZIX commentary
Oct 27, 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 PMZIX is a Hold.
FUNDAMENTALS
Fundamentals
PMZIX has more cash in the bank: 12.5B vs. GIOSX (8.91B). PMZIX pays higher dividends than GIOSX: PMZIX (6.27) vs GIOSX (5.82). GIOSX was incepted earlier than PMZIX: GIOSX (7 years) vs PMZIX (13 years). PMZIX (1.68) is less costly to investors than GIOSX (0.98). PMZIX is a more actively managed with annual turnover of: 1120.00 vs. GIOSX (24.00). PMZIX has a lower initial minimum investment than GIOSX: PMZIX (1000000) vs GIOSX (2000000). PMZIX annual gain was more profitable for investors over the last year : 8.27 vs. GIOSX (7.35). GIOSX return over 5 years is better than : 23.74 vs. PMZIX (17.68).
| GIOSX | PMZIX | GIOSX / PMZIX | |
| Total Expense Ratio | 0.93 | 1.68 | 55% |
| Annual Report Gross Expense Ratio | 0.98 | 1.68 | 58% |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 6.200 | 7.208 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.91B | 12.5B | 71% |
| Annual Yield % from dividends | 5.82 | 6.27 | 93% |
| Returns for 1 year | 7.35 | 8.27 | 89% |
| Returns for 3 years | 30.44 | 23.92 | 127% |
| Returns for 5 years | 23.74 | 17.68 | 134% |
| Returns for 10 years | N/A | 43.94 | - |
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