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MWCPX vs PMZIX
MWCPX vs PMZIX Comparison Chart in %
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MWCPX vs. PMZIX 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 PMZIX is a Hold.
FUNDAMENTALS
Fundamentals
PMZIX has more cash in the bank: 12.7B vs. MWCPX (2.75B). PMZIX pays higher dividends than MWCPX: PMZIX (6.14) vs MWCPX (5.83). MWCPX was incepted earlier than PMZIX: MWCPX (6 years) vs PMZIX (13 years). PMZIX (1.68) is less costly to investors than MWCPX (0.69). PMZIX is a more actively managed with annual turnover of: 1120.00 vs. MWCPX (188.00). PMZIX has a lower initial minimum investment than MWCPX: PMZIX (1000000) vs MWCPX (25000000). PMZIX (8.26) and MWCPX (8.07) have marching annual gain over last year. PMZIX return over 5 years is better than : 16.89 vs. MWCPX (13.55).
| MWCPX | PMZIX | MWCPX / PMZIX | |
| Total Expense Ratio | 0.69 | 1.68 | 41% |
| Annual Report Gross Expense Ratio | 0.69 | 1.68 | 41% |
| Fund Existence | 6 years | 13 years | - |
| Gain YTD | 7.281 | 7.182 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 1000000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.75B | 12.7B | 22% |
| Annual Yield % from dividends | 5.83 | 6.14 | 95% |
| Returns for 1 year | 8.07 | 8.26 | 98% |
| Returns for 3 years | 24.70 | 22.70 | 109% |
| Returns for 5 years | 13.55 | 16.89 | 80% |
| Returns for 10 years | N/A | 43.88 | - |
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