Interact to see
Advertisement
Advertisement
PTTNX vs WCPNX
PTTNX vs WCPNX Comparison
Open Charts PTTNX vs WCPNX
PIMCO Total Return I-3
Price$8.56
Change-$0.03 (-0.35%)
VolumeN/A
Net Assets44.45B
Weitz Core Plus Income Investor
Price$9.55
Change-$0.03 (-0.31%)
VolumeN/A
Net Assets3.44B
PTTNX vs WCPNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PTTNX vs. WCPNX 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 PTTNX is a Hold and WCPNX is a Hold.
FUNDAMENTALS
Fundamentals
PTTNX has more cash in the bank: 44.4B vs. WCPNX (3.44B). WCPNX pays higher dividends than PTTNX: WCPNX (4.93) vs PTTNX (4.43). 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: 606.00 vs. WCPNX (11.00). WCPNX has a lower initial minimum investment than PTTNX: WCPNX (2500) vs PTTNX (1000000). PTTNX (4.44) and WCPNX (4.41) have marching annual gain over last year. WCPNX return over 5 years is better than : 7.16 vs. PTTNX (-5.96).
| 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 | 3.551 | 2.993 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.4B | 3.44B | 1,289% |
| Annual Yield % from dividends | 4.43 | 4.93 | 90% |
| Returns for 1 year | 4.44 | 4.41 | 101% |
| Returns for 3 years | 8.91 | 11.37 | 78% |
| Returns for 5 years | -5.96 | 7.16 | -83% |
| Returns for 10 years | N/A | 30.13 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers