Interact to see
Advertisement
Advertisement
CUBIX vs MWCPX
CUBIX vs MWCPX Comparison
Open Charts CUBIX vs MWCPX
Calvert Flexible Bond Fund
Price$14.90
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets664.21M
TCW MetWest Unconstrained Bd Plan
Price$10.43
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets2.72B
CUBIX vs MWCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CUBIX vs. MWCPX commentary
Sep 04, 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 CUBIX is a Hold and MWCPX is a Hold.
FUNDAMENTALS
Fundamentals
MWCPX has more cash in the bank: 2.72B vs. CUBIX (664M). MWCPX pays higher dividends than CUBIX: MWCPX (6.11) vs CUBIX (5.06). CUBIX was incepted earlier than MWCPX: CUBIX (11 years) vs MWCPX (6 years). CUBIX (0.69) and MWCPX (0.69) have similar cost to investors . CUBIX is a more actively managed with annual turnover of: 450.00 vs. MWCPX (188.00). CUBIX has a lower initial minimum investment than MWCPX: CUBIX (1000000) vs MWCPX (25000000). CUBIX (6.34) and MWCPX (6.28) have marching annual gain over last year. CUBIX return over 5 years is better than : 24.96 vs. MWCPX (13.43).
| CUBIX | MWCPX | CUBIX / MWCPX | |
| Total Expense Ratio | 0.65 | 0.69 | 94% |
| Annual Report Gross Expense Ratio | 0.69 | 0.69 | 100% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 5.842 | 5.683 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 25000000 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 664M | 2.72B | 24% |
| Annual Yield % from dividends | 5.06 | 6.11 | 83% |
| Returns for 1 year | 6.34 | 6.28 | 101% |
| Returns for 3 years | 21.18 | 19.60 | 108% |
| Returns for 5 years | 24.96 | 13.43 | 186% |
| Returns for 10 years | 44.63 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers