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MWCPX vs STBDX
MWCPX vs STBDX Comparison
Open Charts MWCPX vs STBDX
TCW MetWest Unconstrained Bd Plan
Price$10.32
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets2.72B
Ocean Park Tactical Bond C
Price$24.61
Change-$0.07 (-0.28%)
VolumeN/A
Net Assets2.02B
MWCPX vs STBDX Comparison Chart
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MWCPX vs. STBDX commentary
May 01, 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 STBDX is a Hold.
FUNDAMENTALS
Fundamentals
MWCPX has more cash in the bank: 2.72B vs. STBDX (2.02B). MWCPX pays higher dividends than STBDX: MWCPX (6.53) vs STBDX (4.68). MWCPX was incepted earlier than STBDX: MWCPX (5 years) vs STBDX (6 years). STBDX (2.67) is less costly to investors than MWCPX (0.69). MWCPX is a more actively managed with annual turnover of: 257.00 vs. STBDX (198.00). STBDX has a lower initial minimum investment than MWCPX: STBDX (10000) vs MWCPX (25000000). MWCPX annual gain was more profitable for investors over the last year : 8.70 vs. STBDX (1.15). MWCPX return over 5 years is better than : 15.58 vs. STBDX (8.51).
| MWCPX | STBDX | MWCPX / STBDX | |
| Total Expense Ratio | 0.69 | 2.67 | 26% |
| Annual Report Gross Expense Ratio | 0.69 | 2.67 | 26% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 1.855 | -3.828 | -48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 10000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.72B | 2.02B | 135% |
| Annual Yield % from dividends | 6.53 | 4.68 | 139% |
| Returns for 1 year | 8.70 | 1.15 | 756% |
| Returns for 3 years | 13.73 | 5.42 | 253% |
| Returns for 5 years | 15.58 | 8.51 | 183% |
| Returns for 10 years | N/A | N/A | - |
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