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CUBIX vs PONRX
CUBIX vs PONRX Comparison
Open Charts CUBIX vs PONRX
Calvert Flexible Bond Fund
Price$14.90
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets664.21M
CUBIX vs PONRX Comparison Chart in %
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CUBIX vs. PONRX 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 PONRX is a Hold.
FUNDAMENTALS
Fundamentals
PONRX has more cash in the bank: 190B vs. CUBIX (664M). PONRX pays higher dividends than CUBIX: PONRX (5.44) vs CUBIX (5.06). CUBIX was incepted earlier than PONRX: CUBIX (11 years) vs PONRX (18 years). PONRX (1.19) is less costly to investors than CUBIX (0.69). PONRX is a more actively managed with annual turnover of: 711.00 vs. CUBIX (450.00). PONRX has a lower initial minimum investment than CUBIX: PONRX (0) vs CUBIX (1000000). PONRX annual gain was more profitable for investors over the last year : 6.79 vs. CUBIX (6.34). CUBIX return over 5 years is better than : 24.96 vs. PONRX (18.04).
| CUBIX | PONRX | CUBIX / PONRX | |
| Total Expense Ratio | 0.65 | 1.19 | 55% |
| Annual Report Gross Expense Ratio | 0.69 | 1.19 | 58% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 5.842 | 6.716 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 664M | 190B | 0% |
| Annual Yield % from dividends | 5.06 | 5.44 | 93% |
| Returns for 1 year | 6.34 | 6.79 | 94% |
| Returns for 3 years | 21.18 | 20.62 | 103% |
| Returns for 5 years | 24.96 | 18.04 | 138% |
| Returns for 10 years | 44.63 | 49.14 | 91% |
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