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CUBIX vs PMZNX
CUBIX vs PMZNX Comparison
Open Charts CUBIX vs PMZNX
Calvert Flexible Bond Fund
Price$14.90
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets664.21M
PIMCO Mortgage Opportunities and Bd I-3
Price$9.41
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets12.24B
CUBIX vs PMZNX Comparison Chart in %
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CUBIX 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 CUBIX is a Hold and PMZNX is a Hold.
FUNDAMENTALS
Fundamentals
PMZNX has more cash in the bank: 12.2B vs. CUBIX (664M). PMZNX pays higher dividends than CUBIX: PMZNX (6.54) vs CUBIX (5.13). CUBIX was incepted earlier than PMZNX: CUBIX (11 years) vs PMZNX (7 years). PMZNX (1.88) is less costly to investors than CUBIX (0.69). PMZNX is a more actively managed with annual turnover of: 1120.00 vs. CUBIX (450.00). CUBIX (1000000) and PMZNX (1000000) have matching initial minimum investment requirements. CUBIX annual gain was more profitable for investors over the last year : 6.31 vs. PMZNX (5.97). CUBIX return over 5 years is better than : 25.18 vs. PMZNX (15.71).
| CUBIX | PMZNX | CUBIX / PMZNX | |
| Total Expense Ratio | 0.65 | 1.83 | 36% |
| Annual Report Gross Expense Ratio | 0.69 | 1.88 | 37% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 5.468 | 5.559 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 664M | 12.2B | 5% |
| Annual Yield % from dividends | 5.13 | 6.54 | 78% |
| Returns for 1 year | 6.31 | 5.97 | 106% |
| Returns for 3 years | 20.49 | 17.13 | 120% |
| Returns for 5 years | 25.18 | 15.71 | 160% |
| Returns for 10 years | 44.22 | N/A | - |
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