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CUBIX vs PMZNX
CUBIX vs PMZNX Comparison
Open Charts CUBIX vs PMZNX
Calvert Flexible Bond Fund
Price$14.98
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets715.18M
PIMCO Mortgage Opportunities and Bd I-3
Price$9.45
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets12.5B
CUBIX vs PMZNX Comparison Chart in %
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CUBIX vs. PMZNX commentary
Oct 27, 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: 12.5B vs. CUBIX (715M). PMZNX pays higher dividends than CUBIX: PMZNX (6.12) vs CUBIX (4.59). CUBIX was incepted earlier than PMZNX: CUBIX (11 years) vs PMZNX (8 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. PMZNX annual gain was more profitable for investors over the last year : 8.10 vs. CUBIX (7.38). CUBIX return over 5 years is better than : 24.49 vs. PMZNX (16.79).
| 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 | 8 years | - |
| Gain YTD | 6.553 | 7.089 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 715M | 12.5B | 6% |
| Annual Yield % from dividends | 4.59 | 6.12 | 75% |
| Returns for 1 year | 7.38 | 8.10 | 91% |
| Returns for 3 years | 24.81 | 23.36 | 106% |
| Returns for 5 years | 24.49 | 16.79 | 146% |
| Returns for 10 years | 45.62 | N/A | - |
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