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GIOSX vs PMZIX
GIOSX vs PMZIX Comparison
Open Charts GIOSX vs PMZIX
Guggenheim Macro Opportunities R6
Price$24.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.18B
PIMCO Mortgage Opportunities and BdInstl
Price$9.24
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets11.54B
GIOSX vs PMZIX Comparison Chart
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GIOSX vs. PMZIX commentary
May 25, 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: 11.5B vs. GIOSX (8.18B). PMZIX pays higher dividends than GIOSX: PMZIX (7.14) vs GIOSX (5.84). GIOSX was incepted earlier than PMZIX: GIOSX (6 years) vs PMZIX (13 years). PMZIX (2.14) is less costly to investors than GIOSX (0.98). PMZIX is a more actively managed with annual turnover of: 1239.00 vs. GIOSX (24.00). PMZIX has a lower initial minimum investment than GIOSX: PMZIX (1000000) vs GIOSX (2000000). GIOSX annual gain was more profitable for investors over the last year : 7.63 vs. PMZIX (6.96). GIOSX return over 5 years is better than : 30.39 vs. PMZIX (17.21).
| GIOSX | PMZIX | GIOSX / PMZIX | |
| Total Expense Ratio | 0.93 | 2.14 | 43% |
| Annual Report Gross Expense Ratio | 0.98 | 2.14 | 46% |
| Fund Existence | 6 years | 13 years | - |
| Gain YTD | 1.728 | 2.331 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.18B | 11.5B | 71% |
| Annual Yield % from dividends | 5.84 | 7.14 | 82% |
| Returns for 1 year | 7.63 | 6.96 | 110% |
| Returns for 3 years | 19.03 | 12.60 | 151% |
| Returns for 5 years | 30.39 | 17.21 | 177% |
| Returns for 10 years | N/A | 38.41 | - |
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