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CUBRX vs PONAX
CUBRX vs PONAX Comparison
Open Charts CUBRX vs PONAX
Calvert Flexible Bond Fund Class R6
Price$14.92
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets768.27M
CUBRX vs PONAX Comparison Chart in %
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CUBRX vs. PONAX commentary
Nov 20, 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 PONAX is a Hold.
FUNDAMENTALS
Fundamentals
PONAX has more cash in the bank: 208B vs. CUBRX (768M). PONAX pays higher dividends than CUBRX: PONAX (5.63) vs CUBRX (5.07). CUBRX was incepted earlier than PONAX: CUBRX (7 years) vs PONAX (19 years). PONAX (0.94) is less costly to investors than CUBRX (0.61). PONAX is a more actively managed with annual turnover of: 711.00 vs. CUBRX (450.00). PONAX has a lower initial minimum investment than CUBRX: PONAX (1000) vs CUBRX (5000000). PONAX annual gain was more profitable for investors over the last year : 9.75 vs. CUBRX (7.36). CUBRX return over 5 years is better than : 22.93 vs. PONAX (19.74).
| CUBRX | PONAX | CUBRX / PONAX | |
| Total Expense Ratio | 0.57 | 0.94 | 61% |
| Annual Report Gross Expense Ratio | 0.61 | 0.94 | 65% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 6.628 | 9.203 | 72% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 768M | 208B | 0% |
| Annual Yield % from dividends | 5.07 | 5.63 | 90% |
| Returns for 1 year | 7.36 | 9.75 | 75% |
| Returns for 3 years | 23.30 | 26.81 | 87% |
| Returns for 5 years | 22.93 | 19.74 | 116% |
| Returns for 10 years | N/A | 55.07 | - |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| JPLD | 52.39 | N/A | N/A |
| JPMorgan Limited Duration Bond ETF | |||
| SDFI | 35.85 | N/A | N/A |
| AB Short Duration Income ETF | |||
| LSAF | 43.09 | -0.02 | -0.04% |
| LeaderSharesTM AlphaFactor® US Cr Eq ETF | |||
| PEX | 24.35 | -0.08 | -0.33% |
| ProShares Global Listed Private Equity | |||
| FRA | 11.91 | -0.04 | -0.33% |
| Blackrock Floating Rate Income Strategies Fund | |||