Interact to see
Advertisement
Advertisement
MWCPX vs PMZAX
MWCPX vs PMZAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MWCPX vs. PMZAX commentary
Nov 21, 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 PMZAX is a Hold.
FUNDAMENTALS
Fundamentals
PMZAX has more cash in the bank: 12.7B vs. MWCPX (2.75B). MWCPX (5.83) and PMZAX (5.75) have matching dividends . MWCPX was incepted earlier than PMZAX: MWCPX (6 years) vs PMZAX (13 years). PMZAX (2.08) is less costly to investors than MWCPX (0.69). PMZAX is a more actively managed with annual turnover of: 1120.00 vs. MWCPX (188.00). PMZAX has a lower initial minimum investment than MWCPX: PMZAX (1000) vs MWCPX (25000000). MWCPX (8.07) and PMZAX (7.83) have marching annual gain over last year. PMZAX return over 5 years is better than : 14.56 vs. MWCPX (13.55).
| MWCPX | PMZAX | MWCPX / PMZAX | |
| Total Expense Ratio | 0.69 | 2.08 | 33% |
| Annual Report Gross Expense Ratio | 0.69 | 2.08 | 33% |
| Fund Existence | 6 years | 13 years | - |
| Gain YTD | 7.281 | 6.830 | 107% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 25000000 | 1000 | 2,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.75B | 12.7B | 22% |
| Annual Yield % from dividends | 5.83 | 5.75 | 102% |
| Returns for 1 year | 8.07 | 7.83 | 103% |
| Returns for 3 years | 24.70 | 21.23 | 116% |
| Returns for 5 years | 13.55 | 14.56 | 93% |
| Returns for 10 years | N/A | 38.21 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement