Interact to see
Advertisement
Advertisement
CUBIX vs PMZNX
CUBIX vs PMZNX Comparison
Open Charts CUBIX vs PMZNX
Calvert Flexible Bond Fund
Price$14.85
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets651.64M
PIMCO Mortgage Opportunities and Bd I-3
Price$9.38
Change+$0.08 (+0.86%)
VolumeN/A
Net Assets12.07B
CUBIX vs PMZNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CUBIX vs. PMZNX commentary
Aug 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: 12.1B vs. CUBIX (652M). 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 (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 : 6.61 vs. PMZNX (5.18). CUBIX return over 5 years is better than : 25.45 vs. PMZNX (15.32).
| 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 | 4.760 | 4.437 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 652M | 12.1B | 5% |
| Annual Yield % from dividends | 5.13 | 6.54 | 78% |
| Returns for 1 year | 6.61 | 5.18 | 128% |
| Returns for 3 years | 19.43 | 15.31 | 127% |
| Returns for 5 years | 25.45 | 15.32 | 166% |
| Returns for 10 years | 42.83 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HERZ | 2.35 | 0.01 | +0.43% |
| Herzfeld Credit Income Fund Inc | |||
| TPYP | 35.44 | -0.05 | -0.14% |
| Tortoise North American Pipeline | |||
| AADR | 77.36 | -1.06 | -1.35% |
| AdvisorShares Dorsey Wright ADR ETF | |||
| SPUU | 157.45 | -5.46 | -3.35% |
| Direxion Daily S&P 500® Bull 2X ETF | |||
| SOXX | 237.24 | -10.71 | -4.32% |
| iShares Semiconductor ETF | |||