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LROIX vs MWCPX
LROIX vs MWCPX Comparison
Open Charts LROIX vs MWCPX
BrandywineGLOBAL Global Unconst Bond I
Price$11.25
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets102.37M
TCW MetWest Unconstrained Bd Plan
Price$10.35
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets2.66B
LROIX vs MWCPX Comparison Chart
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LROIX vs. MWCPX commentary
Jun 06, 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 LROIX is a Hold and MWCPX is a Hold.
FUNDAMENTALS
Fundamentals
MWCPX has more cash in the bank: 2.66B vs. LROIX (102M). LROIX pays higher dividends than MWCPX: LROIX (6.94) vs MWCPX (6.56). LROIX was incepted earlier than MWCPX: LROIX (14 years) vs MWCPX (5 years). LROIX (0.93) is less costly to investors than MWCPX (0.69). MWCPX is a more actively managed with annual turnover of: 257.00 vs. LROIX (138.00). LROIX has a lower initial minimum investment than MWCPX: LROIX (1000000) vs MWCPX (25000000). MWCPX (7.63) and LROIX (7.50) have marching annual gain over last year. MWCPX return over 5 years is better than : 13.46 vs. LROIX (10.57).
| LROIX | MWCPX | LROIX / MWCPX | |
| Total Expense Ratio | 0.85 | 0.69 | 123% |
| Annual Report Gross Expense Ratio | 0.93 | 0.69 | 135% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 7.562 | 3.162 | 239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 25000000 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 2.66B | 4% |
| Annual Yield % from dividends | 6.94 | 6.56 | 106% |
| Returns for 1 year | 7.50 | 7.63 | 98% |
| Returns for 3 years | 11.47 | 15.62 | 73% |
| Returns for 5 years | 10.57 | 13.46 | 79% |
| Returns for 10 years | 16.68 | N/A | - |
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