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CUBRX vs MWCPX
CUBRX vs MWCPX Comparison
Open Charts CUBRX vs MWCPX
Calvert Flexible Bond Fund Class R6
Price$14.61
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets631.46M
TCW MetWest Unconstrained Bd Plan
Price$10.27
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets2.73B
CUBRX vs MWCPX Comparison Chart
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CUBRX vs. MWCPX commentary
May 22, 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: 2.73B vs. CUBRX (631M). MWCPX pays higher dividends than CUBRX: MWCPX (6.44) vs CUBRX (5.37). 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 annual gain was more profitable for investors over the last year : 7.51 vs. CUBRX (7.09). CUBRX return over 5 years is better than : 28.81 vs. MWCPX (14.69).
| 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 | 2.409 | 2.311 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 25000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 631M | 2.73B | 23% |
| Annual Yield % from dividends | 5.37 | 6.44 | 83% |
| Returns for 1 year | 7.09 | 7.51 | 94% |
| Returns for 3 years | 17.98 | 15.41 | 117% |
| Returns for 5 years | 28.81 | 14.69 | 196% |
| Returns for 10 years | N/A | N/A | - |
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