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CUBRX vs MWCPX
CUBRX vs MWCPX Comparison
Open Charts CUBRX vs MWCPX
Calvert Flexible Bond Fund Class R6
Price$14.80
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets651.64M
TCW MetWest Unconstrained Bd Plan
Price$10.37
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets2.67B
CUBRX vs MWCPX Comparison Chart in %
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CUBRX vs. MWCPX commentary
Jul 06, 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: 2.67B vs. CUBRX (652M). MWCPX pays higher dividends than CUBRX: MWCPX (6.50) vs CUBRX (5.24). 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 (257.00). CUBRX has a lower initial minimum investment than MWCPX: CUBRX (5000000) vs MWCPX (25000000). MWCPX (8.29) and CUBRX (8.15) have marching annual gain over last year. CUBRX return over 5 years is better than : 26.72 vs. MWCPX (13.83).
| 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 | 4.356 | 4.309 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 25000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 652M | 2.67B | 24% |
| Annual Yield % from dividends | 5.24 | 6.50 | 81% |
| Returns for 1 year | 8.15 | 8.29 | 98% |
| Returns for 3 years | 21.26 | 18.99 | 112% |
| Returns for 5 years | 26.72 | 13.83 | 193% |
| Returns for 10 years | N/A | N/A | - |
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