Interact to see
Advertisement
Advertisement
MWCPX vs PMZAX
MWCPX vs PMZAX Comparison
Open Charts MWCPX vs PMZAX
MWCPX vs PMZAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MWCPX vs. PMZAX commentary
Jun 26, 2026
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: 13.6B vs. MWCPX (2.71B). MWCPX pays higher dividends than PMZAX: MWCPX (5.48) vs PMZAX (5.18). MWCPX was incepted earlier than PMZAX: MWCPX (6 years) vs PMZAX (14 years). PMZAX (2.08) is less costly to investors than MWCPX (0.69). PMZAX is a more actively managed with annual turnover of: 1004.00 vs. MWCPX (188.00). PMZAX has a lower initial minimum investment than MWCPX: PMZAX (1000) vs MWCPX (25000000). MWCPX annual gain was more profitable for investors over the last year : 5.72 vs. PMZAX (4.95). MWCPX (14.31) and PMZAX (14.31) have equivalent 5 years return.
| 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 | 14 years | - |
| Gain YTD | 1.341 | 0.660 | 203% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 25000000 | 1000 | 2,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.71B | 13.6B | 20% |
| Annual Yield % from dividends | 5.48 | 5.18 | 106% |
| Returns for 1 year | 5.72 | 4.95 | 116% |
| Returns for 3 years | 21.97 | 19.04 | 115% |
| Returns for 5 years | 14.31 | 14.31 | 100% |
| Returns for 10 years | N/A | 37.68 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement