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CUBRX vs PMZNX
CUBRX vs PMZNX Comparison
Open Charts CUBRX vs PMZNX
Calvert Flexible Bond Fund Class R6
Price$14.71
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets641.91M
PIMCO Mortgage Opportunities and Bd I-3
Price$9.28
Change-$0.02 (-0.22%)
VolumeN/A
Net Assets11.74B
CUBRX vs PMZNX Comparison Chart
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CUBRX vs. PMZNX commentary
Jun 14, 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: 11.7B vs. CUBRX (642M). PMZNX pays higher dividends than CUBRX: PMZNX (6.86) vs CUBRX (5.33). 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 : 7.33 vs. PMZNX (6.51). CUBRX return over 5 years is better than : 26.83 vs. PMZNX (15.74).
| 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 | 3.422 | 3.481 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 642M | 11.7B | 5% |
| Annual Yield % from dividends | 5.33 | 6.86 | 78% |
| Returns for 1 year | 7.33 | 6.51 | 112% |
| Returns for 3 years | 20.08 | 16.60 | 121% |
| Returns for 5 years | 26.83 | 15.74 | 170% |
| Returns for 10 years | N/A | N/A | - |
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