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CULRX vs PTSPX
CULRX vs PTSPX Comparison
Open Charts CULRX vs PTSPX
Calvert Ultra-Short Duration Income R6
Price$9.91
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets662.41M
CULRX vs PTSPX Comparison Chart in %
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CULRX vs. PTSPX 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 PTSPX is a Hold.
FUNDAMENTALS
Fundamentals
PTSPX has more cash in the bank: 9.53B vs. CULRX (662M). PTSPX (4.83) and CULRX (4.82) have matching dividends . CULRX was incepted earlier than PTSPX: CULRX (8 years) vs PTSPX (17 years). PTSPX (0.58) is less costly to investors than CULRX (0.47). PTSPX is a more actively managed with annual turnover of: 108.00 vs. CULRX (96.00). PTSPX has a lower initial minimum investment than CULRX: PTSPX (1000000) vs CULRX (5000000). PTSPX (5.40) and CULRX (5.27) have marching annual gain over last year. CULRX return over 5 years is better than : 18.72 vs. PTSPX (16.30).
| CULRX | PTSPX | CULRX / PTSPX | |
| Total Expense Ratio | 0.43 | 0.58 | 74% |
| Annual Report Gross Expense Ratio | 0.47 | 0.58 | 81% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 2.856 | 2.685 | 106% |
| 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 | 4.83 | 100% |
| Returns for 1 year | 5.27 | 5.40 | 98% |
| Returns for 3 years | 17.51 | 17.35 | 101% |
| Returns for 5 years | 18.72 | 16.30 | 115% |
| Returns for 10 years | N/A | 29.24 | - |
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