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MWTRX vs SMARX
MWTRX vs SMARX Comparison
Open Charts MWTRX vs SMARX
TCW MetWest Total Return Bd M
Price$9.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets32.49B
Brandes Separately Managed Acct Rsrv Tr
Price$7.96
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets186.41M
MWTRX vs SMARX Comparison Chart in %
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MWTRX vs. SMARX commentary
Aug 13, 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 SMARX is a Hold.
FUNDAMENTALS
Fundamentals
MWTRX has more cash in the bank: 32.5B vs. SMARX (186M). SMARX pays higher dividends than MWTRX: SMARX (4.88) vs MWTRX (4.05). MWTRX was incepted earlier than SMARX: MWTRX (28 years) vs SMARX (20 years). MWTRX (0.66) is less costly to investors than SMARX (0.00). MWTRX is a more actively managed with annual turnover of: 418.00 vs. SMARX (6.22). SMARX has a lower initial minimum investment than MWTRX: SMARX (0) vs MWTRX (5000). SMARX annual gain was more profitable for investors over the last year : 4.08 vs. MWTRX (3.11). SMARX return over 5 years is better than : 9.97 vs. MWTRX (-9.79).
| MWTRX | SMARX | MWTRX / SMARX | |
| Total Expense Ratio | 0.66 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.66 | 0.00 | - |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | 4.715 | 4.234 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.5B | 186M | 17,473% |
| Annual Yield % from dividends | 4.05 | 4.88 | 83% |
| Returns for 1 year | 3.11 | 4.08 | 76% |
| Returns for 3 years | 5.53 | 15.79 | 35% |
| Returns for 5 years | -9.79 | 9.97 | -98% |
| Returns for 10 years | 7.78 | 39.59 | 20% |
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