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CUBCX vs PMZNX
CUBCX vs PMZNX Comparison
Open Charts CUBCX vs PMZNX
Calvert Flexible Bond Fund
Price$14.75
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
CUBCX vs PMZNX Comparison Chart
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CUBCX vs. PMZNX commentary
Jun 16, 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: 11.7B vs. CUBCX (642M). PMZNX pays higher dividends than CUBCX: PMZNX (6.86) vs CUBCX (4.25). CUBCX was incepted earlier than PMZNX: CUBCX (11 years) vs PMZNX (7 years). PMZNX (2.34) is less costly to investors than CUBCX (1.69). 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 : 6.28 vs. CUBCX (5.95). CUBCX return over 5 years is better than : 19.84 vs. PMZNX (15.49).
| CUBCX | PMZNX | CUBCX / PMZNX | |
| Total Expense Ratio | 1.65 | 2.29 | 72% |
| Annual Report Gross Expense Ratio | 1.69 | 2.34 | 72% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 2.815 | 3.259 | 86% |
| Front Load | N/A | 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 | 4.25 | 6.86 | 62% |
| Returns for 1 year | 5.95 | 6.28 | 95% |
| Returns for 3 years | 16.04 | 16.35 | 98% |
| Returns for 5 years | 19.84 | 15.49 | 128% |
| Returns for 10 years | 26.55 | N/A | - |
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