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MWTRX vs SRBFX
MWTRX vs SRBFX Comparison
Open Charts MWTRX vs SRBFX
TCW MetWest Total Return Bd M
Price$9.01
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets32.83B
Columbia Total Return Bond Inst
Price$30.41
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets2.82B
MWTRX vs SRBFX Comparison Chart in %
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MWTRX vs. SRBFX 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 SRBFX is a Hold.
FUNDAMENTALS
Fundamentals
MWTRX has more cash in the bank: 32.8B vs. SRBFX (2.82B). SRBFX pays higher dividends than MWTRX: SRBFX (4.90) vs MWTRX (4.13). 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: 450.00 vs. SRBFX (261.00). 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 : 6.13 vs. MWTRX (4.47). SRBFX return over 5 years is better than : -5.10 vs. MWTRX (-10.28).
| 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 | 3.402 | 4.450 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 2000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.8B | 2.82B | 1,163% |
| Annual Yield % from dividends | 4.13 | 4.90 | 84% |
| Returns for 1 year | 4.47 | 6.13 | 73% |
| Returns for 3 years | 6.52 | 10.92 | 60% |
| Returns for 5 years | -10.28 | -5.10 | 201% |
| Returns for 10 years | 7.18 | 17.53 | 41% |
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