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MWCPX vs PDVMX
MWCPX vs PDVMX Comparison
Open Charts MWCPX vs PDVMX
TCW MetWest Unconstrained Bd Plan
Price$10.32
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets2.72B
Putnam Diversified Income M
Price$4.78
Change+$0.01 (+0.21%)
VolumeN/A
Net Assets1.02B
MWCPX vs PDVMX Comparison Chart
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MWCPX vs. PDVMX commentary
Apr 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 PDVMX is a Hold.
FUNDAMENTALS
Fundamentals
MWCPX has more cash in the bank: 2.72B vs. PDVMX (1.02B). PDVMX pays higher dividends than MWCPX: PDVMX (19.12) vs MWCPX (6.53). MWCPX was incepted earlier than PDVMX: MWCPX (5 years) vs PDVMX (30 years). PDVMX (1.28) is less costly to investors than MWCPX (0.69). PDVMX is a more actively managed with annual turnover of: 1164.00 vs. MWCPX (257.00). PDVMX has a lower initial minimum investment than MWCPX: PDVMX (0) vs MWCPX (25000000). PDVMX (9.08) and MWCPX (8.70) have marching annual gain over last year. MWCPX (15.58) and PDVMX (14.92) have equivalent 5 years return.
| MWCPX | PDVMX | MWCPX / PDVMX | |
| Total Expense Ratio | 0.69 | 1.28 | 54% |
| Annual Report Gross Expense Ratio | 0.69 | 1.28 | 54% |
| Fund Existence | 5 years | 30 years | - |
| Gain YTD | 1.855 | 2.772 | 67% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 25000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.72B | 1.02B | 266% |
| Annual Yield % from dividends | 6.53 | 19.12 | 34% |
| Returns for 1 year | 8.70 | 9.08 | 96% |
| Returns for 3 years | 13.73 | 10.81 | 127% |
| Returns for 5 years | 15.58 | 14.92 | 104% |
| Returns for 10 years | N/A | 18.95 | - |
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