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MWCPX vs PMZIX
MWCPX vs PMZIX Comparison
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MWCPX vs PMZIX Comparison Chart in %
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MWCPX vs. PMZIX commentary
Aug 24, 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: 12.6B vs. MWCPX (2.65B). PMZIX (5.65) and MWCPX (5.40) 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 (0.68). PMZIX is a more actively managed with annual turnover of: 1004.00 vs. MWCPX (254.00). 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 : 4.78 vs. PMZIX (3.89). PMZIX return over 5 years is better than : 15.59 vs. MWCPX (14.33).
| MWCPX | PMZIX | MWCPX / PMZIX | |
| Total Expense Ratio | 0.68 | 1.68 | 40% |
| Annual Report Gross Expense Ratio | 0.68 | 1.68 | 40% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 1.635 | 0.674 | 243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 1000000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.65B | 12.6B | 21% |
| Annual Yield % from dividends | 5.40 | 5.65 | 96% |
| Returns for 1 year | 4.78 | 3.89 | 123% |
| Returns for 3 years | 22.97 | 20.98 | 110% |
| Returns for 5 years | 14.33 | 15.59 | 92% |
| Returns for 10 years | N/A | 41.19 | - |
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