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CUBIX vs PMZNX
CUBIX vs PMZNX Comparison
Open Charts CUBIX vs PMZNX
Calvert Flexible Bond Fund
Price$14.64
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets632.13M
PIMCO Mortgage Opportunities and Bd I-3
Price$9.31
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets11.65B
CUBIX vs PMZNX Comparison Chart
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CUBIX vs. PMZNX commentary
May 02, 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: 11.6B vs. CUBIX (632M). 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 (0.68). 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. PMZNX (8.31) and CUBIX (8.20) have marching annual gain over last year. CUBIX return over 5 years is better than : 29.16 vs. PMZNX (18.14).
| CUBIX | PMZNX | CUBIX / PMZNX | |
| Total Expense Ratio | 0.67 | 2.29 | 29% |
| Annual Report Gross Expense Ratio | 0.68 | 2.34 | 29% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 2.520 | 3.281 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632M | 11.6B | 5% |
| Annual Yield % from dividends | 5.29 | 6.99 | 76% |
| Returns for 1 year | 8.20 | 8.31 | 99% |
| Returns for 3 years | 16.60 | 13.30 | 125% |
| Returns for 5 years | 29.16 | 18.14 | 161% |
| Returns for 10 years | 39.73 | N/A | - |
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