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CUBRX vs PMZNX
CUBRX vs PMZNX Comparison
Open Charts CUBRX vs PMZNX
Calvert Flexible Bond Fund Class R6
Price$14.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets631.46M
PIMCO Mortgage Opportunities and Bd I-3
Price$9.24
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets11.54B
CUBRX vs PMZNX Comparison Chart
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CUBRX vs. PMZNX commentary
May 24, 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 CUBRX is a Hold and PMZNX is a Hold.
FUNDAMENTALS
Fundamentals
PMZNX has more cash in the bank: 11.5B vs. CUBRX (631M). PMZNX pays higher dividends than CUBRX: PMZNX (6.99) vs CUBRX (5.37). CUBRX was incepted earlier than PMZNX: CUBRX (6 years) vs PMZNX (7 years). PMZNX (2.34) is less costly to investors than CUBRX (0.61). PMZNX is a more actively managed with annual turnover of: 1239.00 vs. CUBRX (450.00). PMZNX has a lower initial minimum investment than CUBRX: PMZNX (1000000) vs CUBRX (5000000). CUBRX annual gain was more profitable for investors over the last year : 7.24 vs. PMZNX (6.81). CUBRX return over 5 years is better than : 28.55 vs. PMZNX (16.33).
| CUBRX | PMZNX | CUBRX / PMZNX | |
| Total Expense Ratio | 0.57 | 2.29 | 25% |
| Annual Report Gross Expense Ratio | 0.61 | 2.34 | 26% |
| Fund Existence | 6 years | 7 years | - |
| Gain YTD | 2.199 | 2.284 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 631M | 11.5B | 5% |
| Annual Yield % from dividends | 5.37 | 6.99 | 77% |
| Returns for 1 year | 7.24 | 6.81 | 106% |
| Returns for 3 years | 17.58 | 12.09 | 145% |
| Returns for 5 years | 28.55 | 16.33 | 175% |
| Returns for 10 years | N/A | N/A | - |
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