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CUBAX vs PMZNX
CUBAX vs PMZNX Comparison
Open Charts CUBAX vs PMZNX
Calvert Flexible Bond Fund
Price$14.74
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets641.91M
PIMCO Mortgage Opportunities and Bd I-3
Price$9.28
Change-$0.02 (-0.22%)
VolumeN/A
Net Assets11.74B
CUBAX vs PMZNX Comparison Chart
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CUBAX vs. PMZNX commentary
Jun 15, 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: 11.7B vs. CUBAX (642M). PMZNX pays higher dividends than CUBAX: PMZNX (6.86) vs CUBAX (5.00). CUBAX was incepted earlier than PMZNX: CUBAX (11 years) vs PMZNX (7 years). PMZNX (2.34) is less costly to investors than CUBAX (0.94). 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). CUBAX annual gain was more profitable for investors over the last year : 6.75 vs. PMZNX (6.28). CUBAX return over 5 years is better than : 24.44 vs. PMZNX (15.49).
| CUBAX | PMZNX | CUBAX / PMZNX | |
| Total Expense Ratio | 0.90 | 2.29 | 39% |
| Annual Report Gross Expense Ratio | 0.94 | 2.34 | 40% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 3.137 | 3.259 | 96% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 642M | 11.7B | 5% |
| Annual Yield % from dividends | 5.00 | 6.86 | 73% |
| Returns for 1 year | 6.75 | 6.28 | 107% |
| Returns for 3 years | 18.69 | 16.35 | 114% |
| Returns for 5 years | 24.44 | 15.49 | 158% |
| Returns for 10 years | 36.42 | N/A | - |
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