Ad is loading...
CUBAX vs PMZNX
CUBAX vs PMZNX Comparison
Open Charts CUBAX vs PMZNX
Calvert Flexible Bond Fund
Price$14.70
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets632.13M
PIMCO Mortgage Opportunities and Bd I-3
Price$9.32
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets11.65B
CUBAX vs PMZNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CUBAX vs. PMZNX commentary
Apr 30, 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 CUBAX is a Hold and PMZNX is a Hold.
FUNDAMENTALS
Fundamentals
PMZNX has more cash in the bank: 11.6B vs. CUBAX (632M). PMZNX pays higher dividends than CUBAX: PMZNX (7.07) vs CUBAX (5.08). CUBAX was incepted earlier than PMZNX: CUBAX (11 years) vs PMZNX (7 years). PMZNX (2.34) is less costly to investors than CUBAX (0.93). PMZNX is a more actively managed with annual turnover of: 1239.00 vs. CUBAX (450.00). CUBAX has a lower initial minimum investment than PMZNX: CUBAX (1000) vs PMZNX (1000000). PMZNX (8.29) and CUBAX (7.90) have marching annual gain over last year. CUBAX return over 5 years is better than : 26.94 vs. PMZNX (17.20).
| CUBAX | PMZNX | CUBAX / PMZNX | |
| Total Expense Ratio | 0.92 | 2.29 | 40% |
| Annual Report Gross Expense Ratio | 0.93 | 2.34 | 40% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 1.961 | 2.562 | 77% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632M | 11.6B | 5% |
| Annual Yield % from dividends | 5.08 | 7.07 | 72% |
| Returns for 1 year | 7.90 | 8.29 | 95% |
| Returns for 3 years | 15.04 | 12.07 | 125% |
| Returns for 5 years | 26.94 | 17.20 | 157% |
| Returns for 10 years | 34.89 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...