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CUBIX vs PONAX
CUBIX vs PONAX Comparison
Open Charts CUBIX vs PONAX
Calvert Flexible Bond Fund
Price$14.90
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets664.21M
CUBIX vs PONAX Comparison Chart in %
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CUBIX vs. PONAX 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 PONAX is a Hold.
FUNDAMENTALS
Fundamentals
PONAX has more cash in the bank: 190B vs. CUBIX (664M). PONAX pays higher dividends than CUBIX: PONAX (5.69) vs CUBIX (5.06). CUBIX was incepted earlier than PONAX: CUBIX (11 years) vs PONAX (18 years). PONAX (0.94) is less costly to investors than CUBIX (0.69). PONAX is a more actively managed with annual turnover of: 711.00 vs. CUBIX (450.00). PONAX has a lower initial minimum investment than CUBIX: PONAX (1000) vs CUBIX (1000000). PONAX annual gain was more profitable for investors over the last year : 7.05 vs. CUBIX (6.34). CUBIX return over 5 years is better than : 24.96 vs. PONAX (19.54).
| CUBIX | PONAX | CUBIX / PONAX | |
| Total Expense Ratio | 0.65 | 0.94 | 69% |
| Annual Report Gross Expense Ratio | 0.69 | 0.94 | 73% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 5.842 | 6.895 | 85% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 664M | 190B | 0% |
| Annual Yield % from dividends | 5.06 | 5.69 | 89% |
| Returns for 1 year | 6.34 | 7.05 | 90% |
| Returns for 3 years | 21.18 | 21.53 | 98% |
| Returns for 5 years | 24.96 | 19.54 | 128% |
| Returns for 10 years | 44.63 | 52.95 | 84% |
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