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PTTNX vs WCPNX
PTTNX vs WCPNX Comparison
Open Charts PTTNX vs WCPNX
PIMCO Total Return I-3
Price$8.58
Change+$0.05 (+0.59%)
VolumeN/A
Net Assets45.17B
Weitz Core Plus Income Investor
Price$9.59
Change+$0.05 (+0.52%)
VolumeN/A
Net Assets3.21B
PTTNX vs WCPNX Comparison Chart
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PTTNX vs. WCPNX commentary
Apr 26, 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 PTTNX is a Hold and WCPNX is a Hold.
FUNDAMENTALS
Fundamentals
PTTNX has more cash in the bank: 45.2B vs. WCPNX (3.22B). WCPNX pays higher dividends than PTTNX: WCPNX (5.04) vs PTTNX (4.46). PTTNX was incepted earlier than WCPNX: PTTNX (7 years) vs WCPNX (11 years). WCPNX (0.79) is less costly to investors than PTTNX (0.71). PTTNX is a more actively managed with annual turnover of: 469.00 vs. WCPNX (12.00). WCPNX has a lower initial minimum investment than PTTNX: WCPNX (2500) vs PTTNX (1000000). PTTNX annual gain was more profitable for investors over the last year : 7.13 vs. WCPNX (6.66). WCPNX return over 5 years is better than : 10.70 vs. PTTNX (-5.03).
| PTTNX | WCPNX | PTTNX / WCPNX | |
| Total Expense Ratio | 0.66 | 0.65 | 102% |
| Annual Report Gross Expense Ratio | 0.71 | 0.79 | 90% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | 1.686 | 1.296 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.2B | 3.22B | 1,406% |
| Annual Yield % from dividends | 4.46 | 5.04 | 88% |
| Returns for 1 year | 7.13 | 6.66 | 107% |
| Returns for 3 years | 4.79 | 7.29 | 66% |
| Returns for 5 years | -5.03 | 10.70 | -47% |
| Returns for 10 years | N/A | 27.01 | - |
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