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CUBCX vs MWCPX
CUBCX vs MWCPX Comparison
Open Charts CUBCX vs MWCPX
Calvert Flexible Bond Fund
Price$14.66
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 Assets2.72B
CUBCX vs MWCPX Comparison Chart
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CUBCX 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 CUBCX is a Hold and MWCPX is a Hold.
FUNDAMENTALS
Fundamentals
MWCPX has more cash in the bank: 2.72B vs. CUBCX (631M). MWCPX pays higher dividends than CUBCX: MWCPX (6.44) vs CUBCX (4.29). CUBCX was incepted earlier than MWCPX: CUBCX (11 years) vs MWCPX (5 years). CUBCX (1.69) is less costly to investors than MWCPX (0.69). CUBCX is a more actively managed with annual turnover of: 450.00 vs. MWCPX (257.00). CUBCX has a lower initial minimum investment than MWCPX: CUBCX (1000) vs MWCPX (25000000). MWCPX annual gain was more profitable for investors over the last year : 7.82 vs. CUBCX (6.00). CUBCX return over 5 years is better than : 21.71 vs. MWCPX (14.69).
| CUBCX | MWCPX | CUBCX / MWCPX | |
| Total Expense Ratio | 1.65 | 0.69 | 239% |
| Annual Report Gross Expense Ratio | 1.69 | 0.69 | 245% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 1.831 | 2.311 | 79% |
| Front Load | N/A | 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 | 4.29 | 6.44 | 67% |
| Returns for 1 year | 6.00 | 7.82 | 77% |
| Returns for 3 years | 13.69 | 15.19 | 90% |
| Returns for 5 years | 21.71 | 14.69 | 148% |
| Returns for 10 years | 25.18 | N/A | - |
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