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LROIX vs MWCPX
LROIX vs MWCPX Comparison
Open Charts LROIX vs MWCPX
BrandywineGLOBAL Global Unconst Bond I
Price$11.09
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets100.43M
TCW MetWest Unconstrained Bd Plan
Price$10.32
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets2.72B
LROIX vs MWCPX Comparison Chart
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LROIX vs. MWCPX commentary
May 01, 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: 2.72B vs. LROIX (100M). LROIX pays higher dividends than MWCPX: LROIX (7.21) vs MWCPX (6.53). 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 annual gain was more profitable for investors over the last year : 8.70 vs. LROIX (7.31). LROIX (15.82) and MWCPX (15.58) have equivalent 5 years return.
| 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 | 6.028 | 1.855 | 325% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 25000000 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100M | 2.72B | 4% |
| Annual Yield % from dividends | 7.21 | 6.53 | 110% |
| Returns for 1 year | 7.31 | 8.70 | 84% |
| Returns for 3 years | 8.84 | 13.73 | 64% |
| Returns for 5 years | 15.82 | 15.58 | 102% |
| Returns for 10 years | 13.82 | N/A | - |
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