Interact to see
Advertisement
Advertisement
CUBAX vs PMZNX
CUBAX vs PMZNX Comparison
Open Charts CUBAX vs PMZNX
Calvert Flexible Bond Fund
Price$14.84
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets651.64M
PIMCO Mortgage Opportunities and Bd I-3
Price$9.31
Change-$0.03 (-0.32%)
VolumeN/A
Net Assets12.07B
CUBAX vs PMZNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CUBAX vs. PMZNX commentary
Jul 06, 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: 12.1B vs. CUBAX (652M). PMZNX pays higher dividends than CUBAX: PMZNX (6.69) vs CUBAX (4.91). 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: 1120.00 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 : 7.78 vs. PMZNX (6.95). CUBAX return over 5 years is better than : 24.58 vs. PMZNX (15.66).
| 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 | 4.246 | 4.064 | 104% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 652M | 12.1B | 5% |
| Annual Yield % from dividends | 4.91 | 6.69 | 73% |
| Returns for 1 year | 7.78 | 6.95 | 112% |
| Returns for 3 years | 20.01 | 15.89 | 126% |
| Returns for 5 years | 24.58 | 15.66 | 157% |
| Returns for 10 years | 38.25 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| WDNA | 14.04 | 0.09 | +0.63% |
| WisdomTree BioRevolution ETF | |||
| CBLS | 28.63 | 0.17 | +0.59% |
| Clough Hedged Equity ETF | |||
| EEM | 48.76 | 0.22 | +0.45% |
| iShares MSCI Emerging Markets ETF | |||
| HFRO | 5.28 | -0.01 | -0.09% |
| Highland Opportunities and Income Fund | |||
| EHI | 6.54 | -0.02 | -0.30% |
| Western Asset Global High Income Fund | |||