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CUBRX vs PONPX
CUBRX vs PONPX Comparison
Open Charts CUBRX vs PONPX
Calvert Flexible Bond Fund Class R6
Price$14.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets693.2M
CUBRX vs PONPX Comparison Chart in %
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CUBRX vs. PONPX 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 PONPX is a Hold.
FUNDAMENTALS
Fundamentals
PONPX has more cash in the bank: 198B vs. CUBRX (693M). PONPX pays higher dividends than CUBRX: PONPX (5.98) vs CUBRX (5.14). CUBRX was incepted earlier than PONPX: CUBRX (6 years) vs PONPX (17 years). PONPX (0.64) and CUBRX (0.61) have similar cost to investors . PONPX is a more actively managed with annual turnover of: 711.00 vs. CUBRX (450.00). PONPX has a lower initial minimum investment than CUBRX: PONPX (1000000) vs CUBRX (5000000). PONPX annual gain was more profitable for investors over the last year : 6.97 vs. CUBRX (6.28). CUBRX return over 5 years is better than : 26.10 vs. PONPX (22.25).
| CUBRX | PONPX | CUBRX / PONPX | |
| Total Expense Ratio | 0.57 | 0.64 | 89% |
| Annual Report Gross Expense Ratio | 0.61 | 0.64 | 95% |
| Fund Existence | 6 years | 17 years | - |
| Gain YTD | 6.616 | 7.901 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 693M | 198B | 0% |
| Annual Yield % from dividends | 5.14 | 5.98 | 86% |
| Returns for 1 year | 6.28 | 6.97 | 90% |
| Returns for 3 years | 23.01 | 25.41 | 91% |
| Returns for 5 years | 26.10 | 22.25 | 117% |
| Returns for 10 years | N/A | 59.32 | - |
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