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CPITX vs PMZNX
CPITX vs PMZNX Comparison
Open Charts CPITX vs PMZNX
Counterpoint Tactical Income I
Price$11.00
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets1.9B
PIMCO Mortgage Opportunities and Bd I-3
Price$9.30
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets11.65B
CPITX vs PMZNX Comparison Chart
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CPITX vs. PMZNX commentary
Apr 29, 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 CPITX is a Buy and PMZNX is a Hold.
FUNDAMENTALS
Fundamentals
PMZNX has more cash in the bank: 11.6B vs. CPITX (1.9B). PMZNX pays higher dividends than CPITX: PMZNX (7.07) vs CPITX (5.76). CPITX was incepted earlier than PMZNX: CPITX (10 years) vs PMZNX (7 years). PMZNX (2.34) is less costly to investors than CPITX (2.00). PMZNX is a more actively managed with annual turnover of: 1239.00 vs. CPITX (61.00). CPITX has a lower initial minimum investment than PMZNX: CPITX (100000) vs PMZNX (1000000). PMZNX annual gain was more profitable for investors over the last year : 8.53 vs. CPITX (3.60). CPITX return over 5 years is better than : 26.43 vs. PMZNX (18.28).
| CPITX | PMZNX | CPITX / PMZNX | |
| Total Expense Ratio | 2.00 | 2.29 | 87% |
| Annual Report Gross Expense Ratio | 2.00 | 2.34 | 85% |
| Fund Existence | 10 years | 7 years | - |
| Gain YTD | -1.874 | 2.452 | -76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 11.6B | 16% |
| Annual Yield % from dividends | 5.76 | 7.07 | 82% |
| Returns for 1 year | 3.60 | 8.53 | 42% |
| Returns for 3 years | 14.95 | 11.65 | 128% |
| Returns for 5 years | 26.43 | 18.28 | 145% |
| Returns for 10 years | 54.72 | N/A | - |
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