Interact to see
Advertisement
Advertisement
CULRX vs PTSNX
CULRX vs PTSNX Comparison
Open Charts CULRX vs PTSNX
Calvert Ultra-Short Duration Income R6
Price$9.91
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets662.41M
CULRX vs PTSNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CULRX vs. PTSNX commentary
Aug 07, 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 CULRX is a Hold and PTSNX is a Hold.
FUNDAMENTALS
Fundamentals
PTSNX has more cash in the bank: 9.53B vs. CULRX (662M). CULRX (4.82) and PTSNX (4.78) have matching dividends . CULRX was incepted earlier than PTSNX: CULRX (8 years) vs PTSNX (7 years). PTSNX (0.68) is less costly to investors than CULRX (0.47). PTSNX is a more actively managed with annual turnover of: 108.00 vs. CULRX (96.00). PTSNX has a lower initial minimum investment than CULRX: PTSNX (1000000) vs CULRX (5000000). PTSNX (5.35) and CULRX (5.27) have marching annual gain over last year. CULRX return over 5 years is better than : 18.72 vs. PTSNX (16.01).
| CULRX | PTSNX | CULRX / PTSNX | |
| Total Expense Ratio | 0.43 | 0.63 | 68% |
| Annual Report Gross Expense Ratio | 0.47 | 0.68 | 69% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 2.856 | 2.656 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 662M | 9.53B | 7% |
| Annual Yield % from dividends | 4.82 | 4.78 | 101% |
| Returns for 1 year | 5.27 | 5.35 | 99% |
| Returns for 3 years | 17.51 | 17.17 | 102% |
| Returns for 5 years | 18.72 | 16.01 | 117% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement