Interact to see
Advertisement
Advertisement
MWCPX vs NTBAX
MWCPX vs NTBAX Comparison
Open Charts MWCPX vs NTBAX
TCW MetWest Unconstrained Bd Plan
Price$10.30
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets2.73B
Navigator Tactical Fixed Income A
Price$9.54
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets7.66B
MWCPX vs NTBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MWCPX vs. NTBAX commentary
May 22, 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 Buy.
FUNDAMENTALS
Fundamentals
NTBAX has more cash in the bank: 7.66B vs. MWCPX (2.73B). MWCPX (6.44) and NTBAX (6.16) have matching dividends . 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: 257.00 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 : 7.61 vs. NTBAX (2.36). MWCPX return over 5 years is better than : 14.69 vs. NTBAX (7.98).
| 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 | 2.311 | -2.385 | -97% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 25000000 | 5000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.73B | 7.66B | 36% |
| Annual Yield % from dividends | 6.44 | 6.16 | 105% |
| Returns for 1 year | 7.61 | 2.36 | 322% |
| Returns for 3 years | 15.41 | 10.93 | 141% |
| Returns for 5 years | 14.69 | 7.98 | 184% |
| Returns for 10 years | N/A | 33.81 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers