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GIOSX vs WCFRX
GIOSX vs WCFRX Comparison
Open Charts GIOSX vs WCFRX
Guggenheim Macro Opportunities R6
Price$24.94
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.93B
Virtus Westchester Credit Event Fd A
Price$11.84
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets94.06M
GIOSX vs WCFRX Comparison Chart in %
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GIOSX vs. WCFRX 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 WCFRX is a Hold.
FUNDAMENTALS
Fundamentals
GIOSX has more cash in the bank: 8.93B vs. WCFRX (94.1M). GIOSX pays higher dividends than WCFRX: GIOSX (5.87) vs WCFRX (4.79). GIOSX was incepted earlier than WCFRX: GIOSX (7 years) vs WCFRX (8 years). WCFRX (1.85) is less costly to investors than GIOSX (0.98). WCFRX is a more actively managed with annual turnover of: 158.00 vs. GIOSX (24.00). WCFRX has a lower initial minimum investment than GIOSX: WCFRX (2500) vs GIOSX (2000000). GIOSX annual gain was more profitable for investors over the last year : 7.01 vs. WCFRX (4.40). WCFRX (21.92) and GIOSX (21.36) have equivalent 5 years return.
| GIOSX | WCFRX | GIOSX / WCFRX | |
| Total Expense Ratio | 0.93 | 1.83 | 51% |
| Annual Report Gross Expense Ratio | 0.98 | 1.85 | 53% |
| Fund Existence | 7 years | 8 years | - |
| Gain YTD | 6.266 | 4.134 | 152% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.93B | 94.1M | 9,489% |
| Annual Yield % from dividends | 5.87 | 4.79 | 123% |
| Returns for 1 year | 7.01 | 4.40 | 159% |
| Returns for 3 years | 27.19 | 21.27 | 128% |
| Returns for 5 years | 21.36 | 21.92 | 97% |
| Returns for 10 years | N/A | N/A | - |
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