CUBCX
Price
$14.84
Change
-$0.00 (-0.00%)
Updated
Jul 31 closing price
Net Assets
651.64M
PMZNX
Price
$9.30
Change
-$0.00 (-0.00%)
Updated
Jul 31 closing price
Net Assets
12.07B
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CUBCX vs PMZNX

Header iconCUBCX vs PMZNX Comparison
Open Charts CUBCX vs PMZNXBanner chart's image
Calvert Flexible Bond Fund
Price$14.84
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets651.64M
PIMCO Mortgage Opportunities and Bd I-3
Price$9.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets12.07B
CUBCX vs PMZNX Comparison Chart in %
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CUBCX vs. PMZNX commentary
Aug 01, 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.

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FUNDAMENTALS
Fundamentals
PMZNX has more cash in the bank: 12.1B vs. CUBCX (652M). PMZNX pays higher dividends than CUBCX: PMZNX (6.69) vs CUBCX (4.17). 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: 1120.00 vs. CUBCX (450.00). CUBCX has a lower initial minimum investment than PMZNX: CUBCX (1000) vs PMZNX (1000000). CUBCX annual gain was more profitable for investors over the last year : 5.39 vs. PMZNX (5.03). CUBCX return over 5 years is better than : 18.98 vs. PMZNX (14.79).
CUBCXPMZNXCUBCX / PMZNX
Total Expense Ratio1.652.2972%
Annual Report Gross Expense Ratio1.692.3472%
Fund Existence11 years7 years-
Gain YTD3.7863.95396%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets652M12.1B5%
Annual Yield % from dividends4.176.6962%
Returns for 1 year5.395.03107%
Returns for 3 years15.4014.32108%
Returns for 5 years18.9814.79128%
Returns for 10 years28.21N/A-
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