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MWTRX vs MWTSX
MWTRX vs MWTSX Comparison
Open Charts MWTRX vs MWTSX
TCW MetWest Total Return Bd M
Price$9.01
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets32.83B
TCW MetWest Total Return Bd Plan
Price$8.45
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets32.83B
MWTRX vs MWTSX Comparison Chart in %
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MWTRX vs. MWTSX commentary
Jul 09, 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 (32.8B) and MWTSX (32.8B) 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 : 4.78 vs. MWTRX (4.47). MWTSX return over 5 years is better than : -9.22 vs. MWTRX (-10.28).
| 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 | 3.402 | 3.520 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.8B | 32.8B | 100% |
| Annual Yield % from dividends | 4.13 | 4.41 | 94% |
| Returns for 1 year | 4.47 | 4.78 | 94% |
| Returns for 3 years | 6.52 | 7.55 | 86% |
| Returns for 5 years | -10.28 | -9.22 | 112% |
| Returns for 10 years | 7.18 | 9.84 | 73% |
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