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CUBAX vs MWCPX
CUBAX vs MWCPX Comparison
Open Charts CUBAX vs MWCPX
Calvert Flexible Bond Fund
Price$14.83
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets651.64M
TCW MetWest Unconstrained Bd Plan
Price$10.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.68B
CUBAX vs MWCPX Comparison Chart in %
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CUBAX vs. MWCPX commentary
Aug 01, 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: 2.68B vs. CUBAX (652M). MWCPX pays higher dividends than CUBAX: MWCPX (6.50) vs CUBAX (4.91). 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 (188.00). 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 : 6.49 vs. CUBAX (6.12). CUBAX return over 5 years is better than : 23.46 vs. MWCPX (12.58).
| 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 | 4.175 | 4.309 | 97% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 652M | 2.68B | 24% |
| Annual Yield % from dividends | 4.91 | 6.50 | 75% |
| Returns for 1 year | 6.12 | 6.49 | 94% |
| Returns for 3 years | 17.96 | 17.00 | 106% |
| Returns for 5 years | 23.46 | 12.58 | 187% |
| Returns for 10 years | 38.14 | N/A | - |
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