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MWCPX vs PMZIX
MWCPX vs PMZIX Comparison
Open Charts MWCPX vs PMZIX
TCW MetWest Unconstrained Bd Plan
Price$10.41
Change+$0.04 (+0.39%)
VolumeN/A
Net Assets2.69B
PIMCO Mortgage Opportunities and BdInstl
Price$9.38
Change+$0.08 (+0.86%)
VolumeN/A
Net Assets12.07B
MWCPX vs PMZIX Comparison Chart in %
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MWCPX vs. PMZIX commentary
Aug 03, 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: 12.1B vs. MWCPX (2.69B). PMZIX (6.69) and MWCPX (6.39) have matching dividends . 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: 1120.00 vs. MWCPX (188.00). PMZIX has a lower initial minimum investment than MWCPX: PMZIX (1000000) vs MWCPX (25000000). MWCPX annual gain was more profitable for investors over the last year : 6.68 vs. PMZIX (6.25). PMZIX return over 5 years is better than : 17.19 vs. MWCPX (13.11).
| 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 | 4.797 | 5.425 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 1000000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.69B | 12.1B | 22% |
| Annual Yield % from dividends | 6.39 | 6.69 | 95% |
| Returns for 1 year | 6.68 | 6.25 | 107% |
| Returns for 3 years | 18.10 | 16.82 | 108% |
| Returns for 5 years | 13.11 | 17.19 | 76% |
| Returns for 10 years | N/A | 41.79 | - |
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