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CUBCX vs PMZNX
CUBCX vs PMZNX Comparison
Open Charts CUBCX vs PMZNX
Calvert Flexible Bond Fund
Price$14.66
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
CUBCX vs PMZNX Comparison Chart
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CUBCX 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 CUBCX is a Hold and PMZNX is a Hold.
FUNDAMENTALS
Fundamentals
PMZNX has more cash in the bank: 11.5B vs. CUBCX (631M). PMZNX pays higher dividends than CUBCX: PMZNX (6.99) vs CUBCX (4.29). 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 (6.23) and CUBCX (6.00) have marching annual gain over last year. CUBCX return over 5 years is better than : 21.71 vs. PMZNX (15.96).
| 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 | 1.831 | 1.952 | 94% |
| Front Load | N/A | 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 | 4.29 | 6.99 | 61% |
| Returns for 1 year | 6.00 | 6.23 | 96% |
| Returns for 3 years | 13.69 | 11.95 | 115% |
| Returns for 5 years | 21.71 | 15.96 | 136% |
| Returns for 10 years | 25.18 | N/A | - |
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