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MWCPX vs NTBAX
MWCPX vs NTBAX Comparison
Open Charts MWCPX vs NTBAX
TCW MetWest Unconstrained Bd Plan
Price$10.38
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets2.69B
Navigator Tactical Fixed Income A
Price$9.63
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets7.66B
MWCPX vs NTBAX Comparison Chart in %
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MWCPX vs. NTBAX commentary
Jul 30, 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 MWCPX is a Hold and NTBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NTBAX has more cash in the bank: 7.66B vs. MWCPX (2.69B). MWCPX pays higher dividends than NTBAX: MWCPX (6.50) vs NTBAX (5.77). MWCPX was incepted earlier than NTBAX: MWCPX (5 years) vs NTBAX (11 years). NTBAX (1.34) is less costly to investors than MWCPX (0.69). MWCPX is a more actively managed with annual turnover of: 188.00 vs. NTBAX (34.00). NTBAX has a lower initial minimum investment than MWCPX: NTBAX (5000) vs MWCPX (25000000). MWCPX annual gain was more profitable for investors over the last year : 7.24 vs. NTBAX (2.56). MWCPX return over 5 years is better than : 12.86 vs. NTBAX (8.20).
| MWCPX | NTBAX | MWCPX / NTBAX | |
| Total Expense Ratio | 0.69 | 1.32 | 52% |
| Annual Report Gross Expense Ratio | 0.69 | 1.34 | 51% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 4.208 | -0.400 | -1,053% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 25000000 | 5000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.69B | 7.66B | 35% |
| Annual Yield % from dividends | 6.50 | 5.77 | 113% |
| Returns for 1 year | 7.24 | 2.56 | 283% |
| Returns for 3 years | 16.99 | 17.42 | 98% |
| Returns for 5 years | 12.86 | 8.20 | 157% |
| Returns for 10 years | N/A | 38.95 | - |
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