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CUBAX vs PMZNX
CUBAX vs PMZNX Comparison
Open Charts CUBAX vs PMZNX
Calvert Flexible Bond Fund
Price$14.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets631.46M
PIMCO Mortgage Opportunities and Bd I-3
Price$9.24
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets11.54B
CUBAX vs PMZNX Comparison Chart
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CUBAX vs. PMZNX commentary
May 24, 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: 11.5B vs. CUBAX (631M). PMZNX pays higher dividends than CUBAX: PMZNX (6.99) vs CUBAX (5.04). 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 : 6.80 vs. PMZNX (6.23). CUBAX return over 5 years is better than : 26.37 vs. PMZNX (15.96).
| 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 | 2.085 | 1.952 | 107% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 631M | 11.5B | 5% |
| Annual Yield % from dividends | 5.04 | 6.99 | 72% |
| Returns for 1 year | 6.80 | 6.23 | 109% |
| Returns for 3 years | 16.28 | 11.95 | 136% |
| Returns for 5 years | 26.37 | 15.96 | 165% |
| Returns for 10 years | 34.87 | N/A | - |
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