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CUBRX vs MWCPX
CUBRX vs MWCPX Comparison
Open Charts CUBRX vs MWCPX
Calvert Flexible Bond Fund Class R6
Price$14.90
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets664.21M
TCW MetWest Unconstrained Bd Plan
Price$10.42
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets2.7B
CUBRX vs MWCPX Comparison Chart in %
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CUBRX vs. MWCPX commentary
Aug 27, 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 CUBRX is a Hold and MWCPX is a Hold.
FUNDAMENTALS
Fundamentals
MWCPX has more cash in the bank: 2.7B vs. CUBRX (664M). MWCPX pays higher dividends than CUBRX: MWCPX (6.39) vs CUBRX (5.21). CUBRX was incepted earlier than MWCPX: CUBRX (6 years) vs MWCPX (5 years). MWCPX (0.69) is less costly to investors than CUBRX (0.61). CUBRX is a more actively managed with annual turnover of: 450.00 vs. MWCPX (188.00). CUBRX has a lower initial minimum investment than MWCPX: CUBRX (5000000) vs MWCPX (25000000). CUBRX (6.40) and MWCPX (6.38) have marching annual gain over last year. CUBRX return over 5 years is better than : 25.99 vs. MWCPX (13.35).
| CUBRX | MWCPX | CUBRX / MWCPX | |
| Total Expense Ratio | 0.57 | 0.69 | 83% |
| Annual Report Gross Expense Ratio | 0.61 | 0.69 | 88% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | 5.452 | 5.201 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 25000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 664M | 2.7B | 25% |
| Annual Yield % from dividends | 5.21 | 6.39 | 82% |
| Returns for 1 year | 6.40 | 6.38 | 100% |
| Returns for 3 years | 20.74 | 18.77 | 110% |
| Returns for 5 years | 25.99 | 13.35 | 195% |
| Returns for 10 years | N/A | N/A | - |
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