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CUBAX vs MWCPX
CUBAX vs MWCPX Comparison
Open Charts CUBAX vs MWCPX
Calvert Flexible Bond Fund
Price$14.70
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets632.13M
TCW MetWest Unconstrained Bd Plan
Price$10.32
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets2.72B
CUBAX vs MWCPX Comparison Chart
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CUBAX vs. MWCPX commentary
Apr 30, 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 CUBAX is a Hold and MWCPX is a Hold.
FUNDAMENTALS
Fundamentals
MWCPX has more cash in the bank: 2.72B vs. CUBAX (632M). MWCPX pays higher dividends than CUBAX: MWCPX (6.53) vs CUBAX (5.08). CUBAX was incepted earlier than MWCPX: CUBAX (11 years) vs MWCPX (5 years). CUBAX (0.93) is less costly to investors than MWCPX (0.69). CUBAX is a more actively managed with annual turnover of: 450.00 vs. MWCPX (257.00). CUBAX has a lower initial minimum investment than MWCPX: CUBAX (1000) vs MWCPX (25000000). MWCPX annual gain was more profitable for investors over the last year : 8.70 vs. CUBAX (7.90). CUBAX return over 5 years is better than : 26.94 vs. MWCPX (15.58).
| CUBAX | MWCPX | CUBAX / MWCPX | |
| Total Expense Ratio | 0.92 | 0.69 | 133% |
| Annual Report Gross Expense Ratio | 0.93 | 0.69 | 135% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 1.961 | 1.855 | 106% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632M | 2.72B | 23% |
| Annual Yield % from dividends | 5.08 | 6.53 | 78% |
| Returns for 1 year | 7.90 | 8.70 | 91% |
| Returns for 3 years | 15.04 | 13.73 | 109% |
| Returns for 5 years | 26.94 | 15.58 | 173% |
| Returns for 10 years | 34.89 | N/A | - |
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