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CUBRX vs PONCX
CUBRX vs PONCX Comparison
Open Charts CUBRX vs PONCX
Calvert Flexible Bond Fund Class R6
Price$14.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets693.2M
CUBRX vs PONCX Comparison Chart in %
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CUBRX vs. PONCX commentary
Sep 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 PONCX is a Hold.
FUNDAMENTALS
Fundamentals
PONCX has more cash in the bank: 198B vs. CUBRX (693M). CUBRX (5.14) and PONCX (4.95) have matching dividends . CUBRX was incepted earlier than PONCX: CUBRX (6 years) vs PONCX (18 years). PONCX (1.69) is less costly to investors than CUBRX (0.61). PONCX is a more actively managed with annual turnover of: 711.00 vs. CUBRX (450.00). PONCX has a lower initial minimum investment than CUBRX: PONCX (1000) vs CUBRX (5000000). CUBRX annual gain was more profitable for investors over the last year : 6.28 vs. PONCX (5.85). CUBRX return over 5 years is better than : 26.10 vs. PONCX (15.96).
| CUBRX | PONCX | CUBRX / PONCX | |
| Total Expense Ratio | 0.57 | 1.69 | 34% |
| Annual Report Gross Expense Ratio | 0.61 | 1.69 | 36% |
| Fund Existence | 6 years | 18 years | - |
| Gain YTD | 6.616 | 7.148 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 693M | 198B | 0% |
| Annual Yield % from dividends | 5.14 | 4.95 | 104% |
| Returns for 1 year | 6.28 | 5.85 | 107% |
| Returns for 3 years | 23.01 | 21.50 | 107% |
| Returns for 5 years | 26.10 | 15.96 | 163% |
| Returns for 10 years | N/A | 43.37 | - |
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