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MWTRX vs SRBFX
MWTRX vs SRBFX Comparison
Open Charts MWTRX vs SRBFX
TCW MetWest Total Return Bd M
Price$9.26
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets32.83B
Columbia Total Return Bond Inst
Price$31.22
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets2.92B
MWTRX vs SRBFX Comparison Chart in %
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MWTRX vs. SRBFX commentary
Sep 11, 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 (2.92B). SRBFX pays higher dividends than MWTRX: SRBFX (4.89) vs MWTRX (3.88). MWTRX was incepted earlier than SRBFX: MWTRX (28 years) vs SRBFX (47 years). MWTRX (0.65) 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 : 3.75 vs. MWTRX (2.47). SRBFX return over 5 years is better than : -3.43 vs. MWTRX (-8.07).
| MWTRX | SRBFX | MWTRX / SRBFX | |
| Total Expense Ratio | 0.65 | 0.49 | 133% |
| Annual Report Gross Expense Ratio | 0.65 | 0.64 | 102% |
| Fund Existence | 28 years | 47 years | - |
| Gain YTD | 6.557 | 7.877 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 2000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.8B | 2.92B | 1,122% |
| Annual Yield % from dividends | 3.88 | 4.89 | 79% |
| Returns for 1 year | 2.47 | 3.75 | 66% |
| Returns for 3 years | 10.80 | 15.06 | 72% |
| Returns for 5 years | -8.07 | -3.43 | 236% |
| Returns for 10 years | 9.62 | 20.22 | 48% |
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