Ad is loading...
CUBCX vs PMZNX
CUBCX vs PMZNX Comparison
Open Charts CUBCX vs PMZNX
Calvert Flexible Bond Fund
Price$14.71
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
CUBCX vs PMZNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CUBCX 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 CUBCX is a Hold and PMZNX is a Hold.
FUNDAMENTALS
Fundamentals
PMZNX has more cash in the bank: 11.6B vs. CUBCX (632M). PMZNX pays higher dividends than CUBCX: PMZNX (7.07) vs CUBCX (4.34). CUBCX was incepted earlier than PMZNX: CUBCX (11 years) vs PMZNX (7 years). PMZNX (2.34) is less costly to investors than CUBCX (1.68). PMZNX is a more actively managed with annual turnover of: 1239.00 vs. CUBCX (450.00). CUBCX has a lower initial minimum investment than PMZNX: CUBCX (1000) vs PMZNX (1000000). PMZNX annual gain was more profitable for investors over the last year : 8.29 vs. CUBCX (7.10). CUBCX return over 5 years is better than : 22.42 vs. PMZNX (17.20).
| CUBCX | PMZNX | CUBCX / PMZNX | |
| Total Expense Ratio | 1.67 | 2.29 | 73% |
| Annual Report Gross Expense Ratio | 1.68 | 2.34 | 72% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 1.770 | 2.562 | 69% |
| Front Load | N/A | 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 | 4.34 | 7.07 | 61% |
| Returns for 1 year | 7.10 | 8.29 | 86% |
| Returns for 3 years | 12.54 | 12.07 | 104% |
| Returns for 5 years | 22.42 | 17.20 | 130% |
| Returns for 10 years | 25.27 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers