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MWCPX vs PMZIX
MWCPX vs PMZIX Comparison
Open Charts MWCPX vs PMZIX
MWCPX vs PMZIX Comparison Chart in %
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MWCPX vs. PMZIX 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 PMZIX is a Hold.
FUNDAMENTALS
Fundamentals
PMZIX has more cash in the bank: 13.6B vs. MWCPX (2.71B). PMZIX (5.58) and MWCPX (5.48) have matching dividends . MWCPX was incepted earlier than PMZIX: MWCPX (6 years) vs PMZIX (14 years). PMZIX (1.68) is less costly to investors than MWCPX (0.69). PMZIX is a more actively managed with annual turnover of: 1004.00 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 : 5.72 vs. PMZIX (5.37). PMZIX return over 5 years is better than : 16.62 vs. MWCPX (14.31).
| 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 | 14 years | - |
| Gain YTD | 1.341 | 0.825 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 1000000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.71B | 13.6B | 20% |
| Annual Yield % from dividends | 5.48 | 5.58 | 98% |
| Returns for 1 year | 5.72 | 5.37 | 107% |
| Returns for 3 years | 21.97 | 20.48 | 107% |
| Returns for 5 years | 14.31 | 16.62 | 86% |
| Returns for 10 years | N/A | 43.33 | - |
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