Interact to see
Advertisement
Advertisement
MWTRX vs MWTSX
MWTRX vs MWTSX Comparison
Open Charts MWTRX vs MWTSX
TCW MetWest Total Return Bd M
Price$9.04
Change-$0.04 (-0.44%)
VolumeN/A
Net Assets32.53B
TCW MetWest Total Return Bd Plan
Price$8.48
Change-$0.03 (-0.35%)
VolumeN/A
Net Assets32.53B
MWTRX vs MWTSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MWTRX vs. MWTSX commentary
Jul 07, 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 MWTRX is a Hold and MWTSX is a Hold.
FUNDAMENTALS
Fundamentals
MWTRX (32.5B) and MWTSX (32.5B) have equal amount of cash in the bank . MWTSX pays higher dividends than MWTRX: MWTSX (4.41) vs MWTRX (4.13). MWTRX was incepted earlier than MWTSX: MWTRX (28 years) vs MWTSX (14 years). MWTRX (0.66) is less costly to investors than MWTSX (0.37). MWTRX (450.00) and MWTSX (450.00) have comparable annual turnover. MWTRX has a lower initial minimum investment than MWTSX: MWTRX (5000) vs MWTSX (25000000). MWTSX annual gain was more profitable for investors over the last year : 5.91 vs. MWTRX (5.53). MWTSX return over 5 years is better than : -8.56 vs. MWTRX (-9.67).
| MWTRX | MWTSX | MWTRX / MWTSX | |
| Total Expense Ratio | 0.66 | 0.37 | 178% |
| Annual Report Gross Expense Ratio | 0.66 | 0.37 | 178% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 3.746 | 3.888 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.5B | 32.5B | 100% |
| Annual Yield % from dividends | 4.13 | 4.41 | 94% |
| Returns for 1 year | 5.53 | 5.91 | 94% |
| Returns for 3 years | 5.87 | 6.85 | 86% |
| Returns for 5 years | -9.67 | -8.56 | 113% |
| Returns for 10 years | 6.94 | 9.58 | 72% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers