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CUBCX vs PMZNX
CUBCX vs PMZNX Comparison
Open Charts CUBCX vs PMZNX
Calvert Flexible Bond Fund
Price$15.03
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets693.2M
PIMCO Mortgage Opportunities and Bd I-3
Price$9.41
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets12.61B
CUBCX vs PMZNX Comparison Chart in %
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CUBCX vs. PMZNX commentary
Sep 22, 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: 12.6B vs. CUBCX (693M). PMZNX pays higher dividends than CUBCX: PMZNX (6.26) vs CUBCX (4.07). 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 : 5.42 vs. CUBCX (5.06). CUBCX return over 5 years is better than : 19.32 vs. PMZNX (16.31).
| 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 | 5.834 | 6.174 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 693M | 12.6B | 6% |
| Annual Yield % from dividends | 4.07 | 6.26 | 65% |
| Returns for 1 year | 5.06 | 5.42 | 93% |
| Returns for 3 years | 19.02 | 19.16 | 99% |
| Returns for 5 years | 19.32 | 16.31 | 118% |
| Returns for 10 years | 31.26 | N/A | - |
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