CUBIX
Price
$14.61
Change
-$0.00 (-0.00%)
Updated
May 23 closing price
Net Assets
631.46M
PMZNX
Price
$9.24
Change
+$0.01 (+0.11%)
Updated
May 23 closing price
Net Assets
11.54B
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CUBIX vs PMZNX

Header iconCUBIX vs PMZNX Comparison
Open Charts CUBIX vs PMZNXBanner chart's image
Calvert Flexible Bond Fund
Price$14.61
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
CUBIX vs PMZNX Comparison Chart
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CUBIX vs. PMZNX commentary
May 25, 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 CUBIX is a Hold and PMZNX is a Hold.

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FUNDAMENTALS
Fundamentals
PMZNX has more cash in the bank: 11.5B vs. CUBIX (631M). PMZNX pays higher dividends than CUBIX: PMZNX (6.99) vs CUBIX (5.29). CUBIX was incepted earlier than PMZNX: CUBIX (11 years) vs PMZNX (7 years). PMZNX (2.34) is less costly to investors than CUBIX (0.69). PMZNX is a more actively managed with annual turnover of: 1239.00 vs. CUBIX (450.00). CUBIX (1000000) and PMZNX (1000000) have matching initial minimum investment requirements. CUBIX (7.08) and PMZNX (6.81) have marching annual gain over last year. CUBIX return over 5 years is better than : 27.89 vs. PMZNX (16.33).
CUBIXPMZNXCUBIX / PMZNX
Total Expense Ratio0.652.2928%
Annual Report Gross Expense Ratio0.692.3429%
Fund Existence11 years7 years-
Gain YTD2.1702.28495%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets631M11.5B5%
Annual Yield % from dividends5.296.9976%
Returns for 1 year7.086.81104%
Returns for 3 years17.1712.09142%
Returns for 5 years27.8916.33171%
Returns for 10 years38.98N/A-
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