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CUBCX vs PONAX
CUBCX vs PONAX Comparison
Open Charts CUBCX vs PONAX
Calvert Flexible Bond Fund
Price$15.03
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets693.2M
CUBCX vs PONAX Comparison Chart in %
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CUBCX vs. PONAX commentary
Sep 22, 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 PONAX is a Hold.
FUNDAMENTALS
Fundamentals
PONAX has more cash in the bank: 198B vs. CUBCX (693M). PONAX pays higher dividends than CUBCX: PONAX (5.69) vs CUBCX (4.07). CUBCX was incepted earlier than PONAX: CUBCX (11 years) vs PONAX (18 years). CUBCX (1.69) is less costly to investors than PONAX (0.94). PONAX is a more actively managed with annual turnover of: 711.00 vs. CUBCX (450.00). CUBCX (1000) and PONAX (1000) have matching initial minimum investment requirements. PONAX annual gain was more profitable for investors over the last year : 6.65 vs. CUBCX (5.06). PONAX return over 5 years is better than : 20.42 vs. CUBCX (19.32).
| CUBCX | PONAX | CUBCX / PONAX | |
| Total Expense Ratio | 1.65 | 0.94 | 176% |
| Annual Report Gross Expense Ratio | 1.69 | 0.94 | 180% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 5.834 | 7.685 | 76% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 693M | 198B | 0% |
| Annual Yield % from dividends | 4.07 | 5.69 | 72% |
| Returns for 1 year | 5.06 | 6.65 | 76% |
| Returns for 3 years | 19.02 | 24.28 | 78% |
| Returns for 5 years | 19.32 | 20.42 | 95% |
| Returns for 10 years | 31.26 | 54.59 | 57% |
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