Interact to see
Advertisement
Advertisement
CUBCX vs PMZNX
CUBCX vs PMZNX Comparison
Open Charts CUBCX vs PMZNX
Calvert Flexible Bond Fund
Price$14.96
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets664.21M
PIMCO Mortgage Opportunities and Bd I-3
Price$9.40
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets12.24B
CUBCX vs PMZNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CUBCX vs. PMZNX commentary
Aug 29, 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: 12.2B vs. CUBCX (664M). PMZNX pays higher dividends than CUBCX: PMZNX (6.54) vs CUBCX (4.14). CUBCX was incepted earlier than PMZNX: CUBCX (11 years) vs PMZNX (7 years). PMZNX (1.88) is less costly to investors than CUBCX (1.69). PMZNX is a more actively managed with annual turnover of: 1120.00 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 : 6.09 vs. CUBCX (5.39). CUBCX return over 5 years is better than : 19.21 vs. PMZNX (15.83).
| CUBCX | PMZNX | CUBCX / PMZNX | |
| Total Expense Ratio | 1.65 | 1.83 | 90% |
| Annual Report Gross Expense Ratio | 1.69 | 1.88 | 90% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 4.918 | 5.672 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 664M | 12.2B | 5% |
| Annual Yield % from dividends | 4.14 | 6.54 | 63% |
| Returns for 1 year | 5.39 | 6.09 | 89% |
| Returns for 3 years | 17.22 | 17.37 | 99% |
| Returns for 5 years | 19.21 | 15.83 | 121% |
| Returns for 10 years | 30.12 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers