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MTGAX vs MWTRX
MTGAX vs MWTRX Comparison
Open Charts MTGAX vs MWTRX
Morgan Stanley Mortgage Securities A
Price$7.85
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets593.18M
TCW MetWest Total Return Bd M
Price$8.93
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets32.86B
MTGAX vs MWTRX Comparison Chart
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MTGAX vs. MWTRX commentary
May 14, 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 MTGAX is a Hold and MWTRX is a Hold.
FUNDAMENTALS
Fundamentals
MWTRX has more cash in the bank: 32.9B vs. MTGAX (593M). MTGAX pays higher dividends than MWTRX: MTGAX (5.42) vs MWTRX (4.14). MTGAX was incepted earlier than MWTRX: MTGAX (28 years) vs MWTRX (28 years). MTGAX (1.08) is less costly to investors than MWTRX (0.66). MWTRX is a more actively managed with annual turnover of: 450.00 vs. MTGAX (383.00). MTGAX has a lower initial minimum investment than MWTRX: MTGAX (1000) vs MWTRX (5000). MTGAX annual gain was more profitable for investors over the last year : 9.32 vs. MWTRX (5.08). MTGAX return over 5 years is better than : 17.01 vs. MWTRX (-9.25).
| MTGAX | MWTRX | MTGAX / MWTRX | |
| Total Expense Ratio | 1.00 | 0.66 | 152% |
| Annual Report Gross Expense Ratio | 1.08 | 0.66 | 164% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | 2.488 | 1.906 | 131% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 593M | 32.9B | 2% |
| Annual Yield % from dividends | 5.42 | 4.14 | 131% |
| Returns for 1 year | 9.32 | 5.08 | 183% |
| Returns for 3 years | 14.18 | 3.31 | 428% |
| Returns for 5 years | 17.01 | -9.25 | -184% |
| Returns for 10 years | 35.54 | 4.49 | 791% |
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