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MWTIX vs PTRRX
MWTIX vs PTRRX Comparison
Open Charts MWTIX vs PTRRX
TCW MetWest Total Return Bd I
Price$9.13
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets32.66B
PIMCO Total Return R
Price$8.72
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets44.24B
MWTIX vs PTRRX Comparison Chart in %
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MWTIX vs. PTRRX commentary
Aug 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 MWTIX is a Hold and PTRRX is a Hold.
FUNDAMENTALS
Fundamentals
PTRRX has more cash in the bank: 44.2B vs. MWTIX (32.7B). MWTIX pays higher dividends than PTRRX: MWTIX (4.26) vs PTRRX (4.03). MWTIX was incepted earlier than PTRRX: MWTIX (25 years) vs PTRRX (23 years). PTRRX (1.10) is less costly to investors than MWTIX (0.45). PTRRX is a more actively managed with annual turnover of: 606.00 vs. MWTIX (418.00). PTRRX has a lower initial minimum investment than MWTIX: PTRRX (0) vs MWTIX (3000000). PTRRX annual gain was more profitable for investors over the last year : 4.11 vs. MWTIX (3.56). PTRRX return over 5 years is better than : -7.20 vs. MWTIX (-8.88).
| MWTIX | PTRRX | MWTIX / PTRRX | |
| Total Expense Ratio | 0.45 | 1.10 | 41% |
| Annual Report Gross Expense Ratio | 0.45 | 1.10 | 41% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 5.293 | 5.254 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.7B | 44.2B | 74% |
| Annual Yield % from dividends | 4.26 | 4.03 | 106% |
| Returns for 1 year | 3.56 | 4.11 | 86% |
| Returns for 3 years | 7.01 | 8.46 | 83% |
| Returns for 5 years | -8.88 | -7.20 | 123% |
| Returns for 10 years | 10.46 | 8.45 | 124% |
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