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MWTIX vs NEFRX
MWTIX vs NEFRX Comparison
Open Charts MWTIX vs NEFRX
TCW MetWest Total Return Bd I
Price$8.97
Change-$0.03 (-0.33%)
VolumeN/A
Net Assets32.35B
Loomis Sayles Core Plus Bond A
Price$11.35
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets7.66B
MWTIX vs NEFRX Comparison Chart in %
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MWTIX vs. NEFRX commentary
Jul 16, 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 MWTIX is a Hold and NEFRX is a Hold.
FUNDAMENTALS
Fundamentals
MWTIX has more cash in the bank: 32.3B vs. NEFRX (7.66B). MWTIX pays higher dividends than NEFRX: MWTIX (4.32) vs NEFRX (3.95). MWTIX was incepted earlier than NEFRX: MWTIX (25 years) vs NEFRX (52 years). NEFRX (0.75) is less costly to investors than MWTIX (0.45). MWTIX is a more actively managed with annual turnover of: 418.00 vs. NEFRX (170.00). NEFRX has a lower initial minimum investment than MWTIX: NEFRX (2500) vs MWTIX (3000000). MWTIX annual gain was more profitable for investors over the last year : 3.76 vs. NEFRX (3.23). NEFRX return over 5 years is better than : -5.83 vs. MWTIX (-9.87).
| MWTIX | NEFRX | MWTIX / NEFRX | |
| Total Expense Ratio | 0.45 | 0.73 | 62% |
| Annual Report Gross Expense Ratio | 0.45 | 0.75 | 60% |
| Fund Existence | 25 years | 52 years | - |
| Gain YTD | 3.040 | 3.346 | 91% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 3000000 | 2500 | 120,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.3B | 7.66B | 422% |
| Annual Yield % from dividends | 4.32 | 3.95 | 109% |
| Returns for 1 year | 3.76 | 3.23 | 116% |
| Returns for 3 years | 5.95 | 7.27 | 82% |
| Returns for 5 years | -9.87 | -5.83 | 169% |
| Returns for 10 years | 8.68 | 18.89 | 46% |
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