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JHBIX vs MWTRX
JHBIX vs MWTRX Comparison
Open Charts JHBIX vs MWTRX
JHancock Bond I
Price$13.40
Change-$0.05 (-0.37%)
VolumeN/A
Net Assets26.17B
TCW MetWest Total Return Bd M
Price$8.98
Change-$0.04 (-0.44%)
VolumeN/A
Net Assets32.6B
JHBIX vs MWTRX Comparison Chart
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JHBIX vs. MWTRX commentary
Jun 15, 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 JHBIX is a Hold and MWTRX is a Hold.
FUNDAMENTALS
Fundamentals
MWTRX has more cash in the bank: 32.6B vs. JHBIX (26.2B). JHBIX pays higher dividends than MWTRX: JHBIX (4.50) vs MWTRX (4.21). JHBIX was incepted earlier than MWTRX: JHBIX (24 years) vs MWTRX (28 years). MWTRX (0.66) is less costly to investors than JHBIX (0.48). MWTRX is a more actively managed with annual turnover of: 450.00 vs. JHBIX (133.00). MWTRX has a lower initial minimum investment than JHBIX: MWTRX (5000) vs JHBIX (250000). JHBIX annual gain was more profitable for investors over the last year : 4.17 vs. MWTRX (3.81). JHBIX return over 5 years is better than : -1.36 vs. MWTRX (-9.91).
| JHBIX | MWTRX | JHBIX / MWTRX | |
| Total Expense Ratio | 0.47 | 0.66 | 71% |
| Annual Report Gross Expense Ratio | 0.48 | 0.66 | 73% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 2.559 | 2.728 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.2B | 32.6B | 80% |
| Annual Yield % from dividends | 4.50 | 4.21 | 107% |
| Returns for 1 year | 4.17 | 3.81 | 110% |
| Returns for 3 years | 11.22 | 8.20 | 137% |
| Returns for 5 years | -1.36 | -9.91 | 14% |
| Returns for 10 years | 22.15 | 6.14 | 361% |
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