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CUBRX vs MWCPX
CUBRX vs MWCPX Comparison
Open Charts CUBRX vs MWCPX
Calvert Flexible Bond Fund Class R6
Price$14.63
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets632.13M
TCW MetWest Unconstrained Bd Plan
Price$10.30
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets2.71B
CUBRX vs MWCPX Comparison Chart
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CUBRX vs. MWCPX commentary
Apr 29, 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: 2.71B vs. CUBRX (632M). MWCPX pays higher dividends than CUBRX: MWCPX (6.53) vs CUBRX (5.42). CUBRX was incepted earlier than MWCPX: CUBRX (6 years) vs MWCPX (5 years). MWCPX (0.69) is less costly to investors than CUBRX (0.58). 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 annual gain was more profitable for investors over the last year : 8.92 vs. CUBRX (8.43). CUBRX return over 5 years is better than : 30.29 vs. MWCPX (16.43).
| CUBRX | MWCPX | CUBRX / MWCPX | |
| Total Expense Ratio | 0.58 | 0.69 | 84% |
| Annual Report Gross Expense Ratio | 0.58 | 0.69 | 84% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | 1.839 | 1.756 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 25000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632M | 2.71B | 23% |
| Annual Yield % from dividends | 5.42 | 6.53 | 83% |
| Returns for 1 year | 8.43 | 8.92 | 95% |
| Returns for 3 years | 15.84 | 13.23 | 120% |
| Returns for 5 years | 30.29 | 16.43 | 184% |
| Returns for 10 years | N/A | N/A | - |
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