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CUBCX vs PONCX
CUBCX vs PONCX Comparison
Open Charts CUBCX vs PONCX
Calvert Flexible Bond Fund
Price$15.03
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets693.2M
CUBCX vs PONCX Comparison Chart in %
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CUBCX vs. PONCX 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 PONCX is a Hold.
FUNDAMENTALS
Fundamentals
PONCX has more cash in the bank: 198B vs. CUBCX (693M). PONCX pays higher dividends than CUBCX: PONCX (4.95) vs CUBCX (4.07). CUBCX was incepted earlier than PONCX: CUBCX (11 years) vs PONCX (18 years). CUBCX (1.69) and PONCX (1.69) have similar cost to investors . PONCX is a more actively managed with annual turnover of: 711.00 vs. CUBCX (450.00). CUBCX (1000) and PONCX (1000) have matching initial minimum investment requirements. PONCX annual gain was more profitable for investors over the last year : 5.85 vs. CUBCX (5.06). CUBCX return over 5 years is better than : 19.32 vs. PONCX (15.96).
| CUBCX | PONCX | CUBCX / PONCX | |
| Total Expense Ratio | 1.65 | 1.69 | 98% |
| Annual Report Gross Expense Ratio | 1.69 | 1.69 | 100% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 5.834 | 7.148 | 82% |
| Front Load | N/A | N/A | - |
| 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 | 4.95 | 82% |
| Returns for 1 year | 5.06 | 5.85 | 86% |
| Returns for 3 years | 19.02 | 21.50 | 88% |
| Returns for 5 years | 19.32 | 15.96 | 121% |
| Returns for 10 years | 31.26 | 43.37 | 72% |
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