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MWTRX vs SRBFX
MWTRX vs SRBFX Comparison
Open Charts MWTRX vs SRBFX
TCW MetWest Total Return Bd M
Price$9.13
Change+$0.09 (+1.00%)
VolumeN/A
Net Assets32.48B
Columbia Total Return Bond Inst
Price$30.77
Change+$0.30 (+0.98%)
VolumeN/A
Net Assets2.83B
MWTRX vs SRBFX Comparison Chart in %
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MWTRX vs. SRBFX commentary
Aug 03, 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 SRBFX is a Hold.
FUNDAMENTALS
Fundamentals
MWTRX has more cash in the bank: 32.5B vs. SRBFX (2.83B). SRBFX pays higher dividends than MWTRX: SRBFX (4.95) vs MWTRX (4.05). MWTRX was incepted earlier than SRBFX: MWTRX (28 years) vs SRBFX (47 years). MWTRX (0.66) and SRBFX (0.64) have similar cost to investors . MWTRX is a more actively managed with annual turnover of: 418.00 vs. SRBFX (229.00). SRBFX has a lower initial minimum investment than MWTRX: SRBFX (2000) vs MWTRX (5000). SRBFX annual gain was more profitable for investors over the last year : 5.05 vs. MWTRX (3.68). SRBFX return over 5 years is better than : -5.06 vs. MWTRX (-9.80).
| MWTRX | SRBFX | MWTRX / SRBFX | |
| Total Expense Ratio | 0.66 | 0.49 | 135% |
| Annual Report Gross Expense Ratio | 0.66 | 0.64 | 103% |
| Fund Existence | 28 years | 47 years | - |
| Gain YTD | 5.060 | 6.128 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 2000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.5B | 2.83B | 1,148% |
| Annual Yield % from dividends | 4.05 | 4.95 | 82% |
| Returns for 1 year | 3.68 | 5.05 | 73% |
| Returns for 3 years | 5.66 | 9.10 | 62% |
| Returns for 5 years | -9.80 | -5.06 | 194% |
| Returns for 10 years | 8.03 | 18.29 | 44% |
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