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MWCPX vs STBDX
MWCPX vs STBDX Comparison
Open Charts MWCPX vs STBDX
TCW MetWest Unconstrained Bd Plan
Price$10.30
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets2.71B
Ocean Park Tactical Bond C
Price$24.32
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets1.97B
MWCPX vs STBDX Comparison Chart
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MWCPX vs. STBDX 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 STBDX is a Hold.
FUNDAMENTALS
Fundamentals
MWCPX has more cash in the bank: 2.71B vs. STBDX (1.97B). MWCPX pays higher dividends than STBDX: MWCPX (6.44) vs STBDX (5.03). 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 : 7.82 vs. STBDX (-1.03). MWCPX return over 5 years is better than : 14.69 vs. STBDX (5.12).
| 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 | 2.311 | -5.422 | -43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 10000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.71B | 1.97B | 138% |
| Annual Yield % from dividends | 6.44 | 5.03 | 128% |
| Returns for 1 year | 7.82 | -1.03 | -761% |
| Returns for 3 years | 15.19 | 3.83 | 396% |
| Returns for 5 years | 14.69 | 5.12 | 287% |
| Returns for 10 years | N/A | N/A | - |
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