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MWCRX vs NTBIX
MWCRX vs NTBIX Comparison
Open Charts MWCRX vs NTBIX
TCW MetWest Unconstrained Bd M
Price$10.33
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets2.71B
Navigator Tactical Fixed Income I
Price$9.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets7.51B
MWCRX vs NTBIX Comparison Chart
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MWCRX vs. NTBIX commentary
Apr 30, 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 Buy.
FUNDAMENTALS
Fundamentals
NTBIX has more cash in the bank: 7.51B vs. MWCRX (2.71B). MWCRX (6.19) and NTBIX (6.15) have matching dividends . 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 : 8.33 vs. NTBIX (2.78). MWCRX return over 5 years is better than : 13.95 vs. NTBIX (8.92).
| 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 | 1.675 | -3.452 | -49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 25000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.71B | 7.51B | 36% |
| Annual Yield % from dividends | 6.19 | 6.15 | 101% |
| Returns for 1 year | 8.33 | 2.78 | 299% |
| Returns for 3 years | 12.39 | 9.93 | 125% |
| Returns for 5 years | 13.95 | 8.92 | 156% |
| Returns for 10 years | 24.04 | 35.75 | 67% |
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