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MWCPX vs PMZIX
MWCPX vs PMZIX Comparison
Open Charts MWCPX vs PMZIX
TCW MetWest Unconstrained Bd Plan
Price$10.30
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets2.72B
PIMCO Mortgage Opportunities and BdInstl
Price$9.24
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets11.54B
MWCPX vs PMZIX Comparison Chart
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MWCPX vs. PMZIX commentary
May 25, 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: 11.5B vs. MWCPX (2.72B). PMZIX pays higher dividends than MWCPX: PMZIX (7.14) vs MWCPX (6.44). 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 annual gain was more profitable for investors over the last year : 7.82 vs. PMZIX (6.96). PMZIX return over 5 years is better than : 17.21 vs. MWCPX (14.69).
| 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 | 2.311 | 2.331 | 99% |
| 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 | 11.5B | 24% |
| Annual Yield % from dividends | 6.44 | 7.14 | 90% |
| Returns for 1 year | 7.82 | 6.96 | 112% |
| Returns for 3 years | 15.19 | 12.60 | 121% |
| Returns for 5 years | 14.69 | 17.21 | 85% |
| Returns for 10 years | N/A | 38.41 | - |
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