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CUBIX vs MWCPX
CUBIX vs MWCPX Comparison
Open Charts CUBIX vs MWCPX
Calvert Flexible Bond Fund
Price$14.70
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets641.91M
TCW MetWest Unconstrained Bd Plan
Price$10.34
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets2.66B
CUBIX vs MWCPX Comparison Chart
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CUBIX vs. MWCPX commentary
Jun 16, 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: 2.66B vs. CUBIX (642M). MWCPX pays higher dividends than CUBIX: MWCPX (6.56) vs CUBIX (5.25). CUBIX was incepted earlier than MWCPX: CUBIX (11 years) vs MWCPX (5 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 (257.00). CUBIX has a lower initial minimum investment than MWCPX: CUBIX (1000000) vs MWCPX (25000000). MWCPX annual gain was more profitable for investors over the last year : 7.42 vs. CUBIX (7.02). CUBIX return over 5 years is better than : 26.01 vs. MWCPX (13.87).
| 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 | 5 years | - |
| Gain YTD | 3.247 | 3.361 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 25000000 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 642M | 2.66B | 24% |
| Annual Yield % from dividends | 5.25 | 6.56 | 80% |
| Returns for 1 year | 7.02 | 7.42 | 95% |
| Returns for 3 years | 19.60 | 18.92 | 104% |
| Returns for 5 years | 26.01 | 13.87 | 188% |
| Returns for 10 years | 40.54 | N/A | - |
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