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CUBIX vs MWCPX
CUBIX vs MWCPX Comparison
Open Charts CUBIX vs MWCPX
Calvert Flexible Bond Fund
Price$14.64
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets632.13M
TCW MetWest Unconstrained Bd Plan
Price$10.32
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets2.72B
CUBIX vs MWCPX Comparison Chart
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CUBIX vs. MWCPX commentary
May 02, 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 (632M). MWCPX pays higher dividends than CUBIX: MWCPX (6.44) vs CUBIX (5.29). CUBIX was incepted earlier than MWCPX: CUBIX (11 years) vs MWCPX (5 years). MWCPX (0.69) and CUBIX (0.68) 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 : 8.78 vs. CUBIX (8.20). CUBIX return over 5 years is better than : 29.16 vs. MWCPX (16.54).
| CUBIX | MWCPX | CUBIX / MWCPX | |
| Total Expense Ratio | 0.67 | 0.69 | 97% |
| Annual Report Gross Expense Ratio | 0.68 | 0.69 | 99% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 2.520 | 2.609 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 25000000 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632M | 2.72B | 23% |
| Annual Yield % from dividends | 5.29 | 6.44 | 82% |
| Returns for 1 year | 8.20 | 8.78 | 93% |
| Returns for 3 years | 16.60 | 14.89 | 111% |
| Returns for 5 years | 29.16 | 16.54 | 176% |
| Returns for 10 years | 39.73 | N/A | - |
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