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MWCPX vs PMZIX
MWCPX vs PMZIX Comparison
Open Charts MWCPX vs PMZIX
TCW MetWest Unconstrained Bd Plan
Price$10.32
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets2.72B
PIMCO Mortgage Opportunities and BdInstl
Price$9.32
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets11.65B
MWCPX vs PMZIX Comparison Chart
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MWCPX vs. PMZIX 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 PMZIX is a Hold.
FUNDAMENTALS
Fundamentals
PMZIX has more cash in the bank: 11.6B vs. MWCPX (2.72B). PMZIX pays higher dividends than MWCPX: PMZIX (7.22) vs MWCPX (6.53). MWCPX was incepted earlier than PMZIX: MWCPX (5 years) vs PMZIX (13 years). PMZIX (2.14) is less costly to investors than MWCPX (0.69). PMZIX is a more actively managed with annual turnover of: 1239.00 vs. MWCPX (257.00). PMZIX has a lower initial minimum investment than MWCPX: PMZIX (1000000) vs MWCPX (25000000). MWCPX (8.70) and PMZIX (8.46) have marching annual gain over last year. PMZIX return over 5 years is better than : 18.08 vs. MWCPX (15.58).
| MWCPX | PMZIX | MWCPX / PMZIX | |
| Total Expense Ratio | 0.69 | 2.14 | 32% |
| Annual Report Gross Expense Ratio | 0.69 | 2.14 | 32% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 1.855 | 2.598 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 1000000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.72B | 11.6B | 23% |
| Annual Yield % from dividends | 6.53 | 7.22 | 90% |
| Returns for 1 year | 8.70 | 8.46 | 103% |
| Returns for 3 years | 13.73 | 12.56 | 109% |
| Returns for 5 years | 15.58 | 18.08 | 86% |
| Returns for 10 years | N/A | 38.77 | - |
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