Interact to see
Advertisement
Advertisement
MWCRX vs NTBIX
MWCRX vs NTBIX Comparison
Open Charts MWCRX vs NTBIX
TCW MetWest Unconstrained Bd M
Price$10.31
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets2.71B
Navigator Tactical Fixed Income I
Price$9.51
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets7.62B
MWCRX vs NTBIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MWCRX vs. NTBIX commentary
May 23, 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 MWCRX is a Hold and NTBIX is a Hold.
FUNDAMENTALS
Fundamentals
NTBIX has more cash in the bank: 7.62B vs. MWCRX (2.72B). NTBIX pays higher dividends than MWCRX: NTBIX (6.42) vs MWCRX (6.10). MWCRX was incepted earlier than NTBIX: MWCRX (14 years) vs NTBIX (11 years). NTBIX (1.09) and MWCRX (1.04) have similar cost to investors . MWCRX is a more actively managed with annual turnover of: 257.00 vs. NTBIX (34.00). MWCRX has a lower initial minimum investment than NTBIX: MWCRX (5000) vs NTBIX (25000). MWCRX annual gain was more profitable for investors over the last year : 6.93 vs. NTBIX (2.07). MWCRX return over 5 years is better than : 12.35 vs. NTBIX (8.56).
| MWCRX | NTBIX | MWCRX / NTBIX | |
| Total Expense Ratio | 1.04 | 1.07 | 97% |
| Annual Report Gross Expense Ratio | 1.04 | 1.09 | 95% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 1.903 | -2.837 | -67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 25000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.72B | 7.62B | 36% |
| Annual Yield % from dividends | 6.10 | 6.42 | 95% |
| Returns for 1 year | 6.93 | 2.07 | 334% |
| Returns for 3 years | 13.89 | 11.08 | 125% |
| Returns for 5 years | 12.35 | 8.56 | 144% |
| Returns for 10 years | 24.42 | 36.48 | 67% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement