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CUBIX vs PMZNX
CUBIX vs PMZNX Comparison
Open Charts CUBIX vs PMZNX
Calvert Flexible Bond Fund
Price$14.71
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets641.91M
PIMCO Mortgage Opportunities and Bd I-3
Price$9.29
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets11.74B
CUBIX vs PMZNX Comparison Chart in %
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CUBIX vs. PMZNX commentary
Jun 19, 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: 11.7B vs. CUBIX (642M). PMZNX pays higher dividends than CUBIX: PMZNX (6.86) vs CUBIX (5.25). 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: 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 : 7.24 vs. PMZNX (6.40). CUBIX return over 5 years is better than : 25.31 vs. PMZNX (15.60).
| CUBIX | PMZNX | CUBIX / PMZNX | |
| Total Expense Ratio | 0.65 | 2.29 | 28% |
| Annual Report Gross Expense Ratio | 0.69 | 2.34 | 29% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 3.317 | 3.259 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 642M | 11.7B | 5% |
| Annual Yield % from dividends | 5.25 | 6.86 | 77% |
| Returns for 1 year | 7.24 | 6.40 | 113% |
| Returns for 3 years | 19.93 | 16.12 | 124% |
| Returns for 5 years | 25.31 | 15.60 | 162% |
| Returns for 10 years | 40.54 | N/A | - |
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