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CUBRX vs PONCX
CUBRX vs PONCX Comparison
Open Charts CUBRX vs PONCX
Calvert Flexible Bond Fund Class R6
Price$14.92
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets768.27M
CUBRX vs PONCX Comparison Chart in %
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CUBRX vs. PONCX 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 PONCX is a Hold.
FUNDAMENTALS
Fundamentals
PONCX has more cash in the bank: 208B vs. CUBRX (768M). CUBRX (5.07) and PONCX (4.90) have matching dividends . CUBRX was incepted earlier than PONCX: CUBRX (7 years) vs PONCX (19 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). PONCX annual gain was more profitable for investors over the last year : 8.93 vs. CUBRX (7.36). CUBRX return over 5 years is better than : 22.93 vs. PONCX (15.31).
| CUBRX | PONCX | CUBRX / PONCX | |
| Total Expense Ratio | 0.57 | 1.69 | 34% |
| Annual Report Gross Expense Ratio | 0.61 | 1.69 | 36% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 6.628 | 8.523 | 78% |
| Front Load | N/A | N/A | - |
| 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 | 4.90 | 104% |
| Returns for 1 year | 7.36 | 8.93 | 82% |
| Returns for 3 years | 23.30 | 23.98 | 97% |
| Returns for 5 years | 22.93 | 15.31 | 150% |
| Returns for 10 years | N/A | 43.82 | - |
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