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CUBAX vs MWCPX
CUBAX vs MWCPX Comparison
Open Charts CUBAX vs MWCPX
Calvert Flexible Bond Fund
Price$14.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets631.46M
TCW MetWest Unconstrained Bd Plan
Price$10.30
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets2.71B
CUBAX vs MWCPX Comparison Chart
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CUBAX vs. MWCPX commentary
May 24, 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 (631M). MWCPX pays higher dividends than CUBAX: MWCPX (6.44) vs CUBAX (5.04). CUBAX was incepted earlier than MWCPX: CUBAX (11 years) vs MWCPX (5 years). CUBAX (0.94) 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 : 7.30 vs. CUBAX (6.80). CUBAX return over 5 years is better than : 26.37 vs. MWCPX (14.36).
| CUBAX | MWCPX | CUBAX / MWCPX | |
| Total Expense Ratio | 0.90 | 0.69 | 130% |
| Annual Report Gross Expense Ratio | 0.94 | 0.69 | 136% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 2.085 | 2.013 | 104% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 631M | 2.72B | 23% |
| Annual Yield % from dividends | 5.04 | 6.44 | 78% |
| Returns for 1 year | 6.80 | 7.30 | 93% |
| Returns for 3 years | 16.28 | 15.18 | 107% |
| Returns for 5 years | 26.37 | 14.36 | 184% |
| Returns for 10 years | 34.87 | N/A | - |
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