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MWCPX vs STBJX
MWCPX vs STBJX Comparison
Open Charts MWCPX vs STBJX
TCW MetWest Unconstrained Bd Plan
Price$10.30
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets2.71B
Ocean Park Tactical Bond Instl
Price$24.59
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets1.97B
MWCPX vs STBJX Comparison Chart
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MWCPX vs. STBJX 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 STBJX is a Hold.
FUNDAMENTALS
Fundamentals
MWCPX has more cash in the bank: 2.71B vs. STBJX (1.97B). MWCPX pays higher dividends than STBJX: MWCPX (6.44) vs STBJX (6.01). MWCPX was incepted earlier than STBJX: MWCPX (5 years) vs STBJX (6 years). STBJX (1.67) is less costly to investors than MWCPX (0.69). MWCPX is a more actively managed with annual turnover of: 257.00 vs. STBJX (198.00). STBJX has a lower initial minimum investment than MWCPX: STBJX (10000) vs MWCPX (25000000). MWCPX annual gain was more profitable for investors over the last year : 7.82 vs. STBJX (-0.08). MWCPX return over 5 years is better than : 14.69 vs. STBJX (10.51).
| MWCPX | STBJX | MWCPX / STBJX | |
| Total Expense Ratio | 0.69 | 1.67 | 41% |
| Annual Report Gross Expense Ratio | 0.69 | 1.67 | 41% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 2.311 | -5.064 | -46% |
| 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 | 6.01 | 107% |
| Returns for 1 year | 7.82 | -0.08 | -9,673% |
| Returns for 3 years | 15.19 | 6.96 | 218% |
| Returns for 5 years | 14.69 | 10.51 | 140% |
| Returns for 10 years | N/A | N/A | - |
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