MXIIX vs. MWTIX
Compare and contrast key facts about Touchstone Flexible Income Fund (MXIIX) and Metropolitan West Total Return Bond Fund Class I (MWTIX).
MXIIX is managed by Touchstone. It was launched on Aug 31, 1998. MWTIX is managed by Metropolitan West Funds.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MXIIX or MWTIX.
Correlation
The correlation between MXIIX and MWTIX is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
MXIIX vs. MWTIX - Performance Comparison
Key characteristics
MXIIX:
1.63
MWTIX:
0.64
MXIIX:
2.45
MWTIX:
0.95
MXIIX:
1.29
MWTIX:
1.11
MXIIX:
2.16
MWTIX:
0.22
MXIIX:
6.68
MWTIX:
1.50
MXIIX:
0.82%
MWTIX:
2.61%
MXIIX:
3.38%
MWTIX:
6.08%
MXIIX:
-39.35%
MWTIX:
-23.26%
MXIIX:
-0.58%
MWTIX:
-12.92%
Returns By Period
In the year-to-date period, MXIIX achieves a 0.98% return, which is significantly higher than MWTIX's 0.85% return. Over the past 10 years, MXIIX has outperformed MWTIX with an annualized return of 3.26%, while MWTIX has yielded a comparatively lower 0.61% annualized return.
MXIIX
0.98%
0.89%
0.54%
5.50%
2.62%
3.26%
MWTIX
0.85%
1.07%
-1.78%
4.26%
-1.54%
0.61%
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MXIIX vs. MWTIX - Expense Ratio Comparison
MXIIX has a 0.79% expense ratio, which is higher than MWTIX's 0.45% expense ratio.
Risk-Adjusted Performance
MXIIX vs. MWTIX — Risk-Adjusted Performance Rank
MXIIX
MWTIX
MXIIX vs. MWTIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Flexible Income Fund (MXIIX) and Metropolitan West Total Return Bond Fund Class I (MWTIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
MXIIX vs. MWTIX - Dividend Comparison
MXIIX's dividend yield for the trailing twelve months is around 4.08%, less than MWTIX's 4.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXIIX Touchstone Flexible Income Fund | 4.08% | 4.03% | 3.78% | 3.45% | 3.51% | 3.82% | 3.86% | 3.49% | 2.72% | 2.92% | 3.30% | 4.84% |
MWTIX Metropolitan West Total Return Bond Fund Class I | 4.54% | 4.67% | 4.11% | 2.93% | 1.30% | 1.78% | 2.76% | 2.73% | 2.16% | 2.09% | 1.84% | 2.30% |
Drawdowns
MXIIX vs. MWTIX - Drawdown Comparison
The maximum MXIIX drawdown since its inception was -39.35%, which is greater than MWTIX's maximum drawdown of -23.26%. Use the drawdown chart below to compare losses from any high point for MXIIX and MWTIX. For additional features, visit the drawdowns tool.
Volatility
MXIIX vs. MWTIX - Volatility Comparison
The current volatility for Touchstone Flexible Income Fund (MXIIX) is 1.16%, while Metropolitan West Total Return Bond Fund Class I (MWTIX) has a volatility of 1.54%. This indicates that MXIIX experiences smaller price fluctuations and is considered to be less risky than MWTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.