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CUBCX vs GIOSX
CUBCX vs GIOSX Comparison
Open Charts CUBCX vs GIOSX
Calvert Flexible Bond Fund
Price$14.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets631.46M
Guggenheim Macro Opportunities R6
Price$24.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.17B
CUBCX vs GIOSX Comparison Chart
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CUBCX vs. GIOSX 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 CUBCX is a Hold and GIOSX is a Buy.
FUNDAMENTALS
Fundamentals
GIOSX has more cash in the bank: 8.17B vs. CUBCX (631M). GIOSX pays higher dividends than CUBCX: GIOSX (5.84) vs CUBCX (4.29). CUBCX was incepted earlier than GIOSX: CUBCX (11 years) vs GIOSX (6 years). CUBCX (1.69) is less costly to investors than GIOSX (0.98). CUBCX is a more actively managed with annual turnover of: 450.00 vs. GIOSX (24.00). CUBCX has a lower initial minimum investment than GIOSX: CUBCX (1000) vs GIOSX (2000000). GIOSX annual gain was more profitable for investors over the last year : 7.45 vs. CUBCX (6.00). GIOSX return over 5 years is better than : 30.34 vs. CUBCX (21.71).
| CUBCX | GIOSX | CUBCX / GIOSX | |
| Total Expense Ratio | 1.65 | 0.93 | 177% |
| Annual Report Gross Expense Ratio | 1.69 | 0.98 | 172% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 1.831 | 1.687 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 631M | 8.17B | 8% |
| Annual Yield % from dividends | 4.29 | 5.84 | 74% |
| Returns for 1 year | 6.00 | 7.45 | 81% |
| Returns for 3 years | 13.69 | 19.03 | 72% |
| Returns for 5 years | 21.71 | 30.34 | 72% |
| Returns for 10 years | 25.18 | N/A | - |
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