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CUBRX vs PMZNX
CUBRX vs PMZNX Comparison
Open Charts CUBRX vs PMZNX
Calvert Flexible Bond Fund Class R6
Price$14.65
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets632.13M
PIMCO Mortgage Opportunities and Bd I-3
Price$9.31
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets11.65B
CUBRX vs PMZNX Comparison Chart
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CUBRX vs. PMZNX commentary
Apr 29, 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: 11.6B vs. CUBRX (632M). PMZNX pays higher dividends than CUBRX: PMZNX (7.07) vs CUBRX (5.42). CUBRX was incepted earlier than PMZNX: CUBRX (6 years) vs PMZNX (7 years). PMZNX (2.34) is less costly to investors than CUBRX (0.58). 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). PMZNX (8.29) and CUBRX (8.20) have marching annual gain over last year. CUBRX return over 5 years is better than : 29.44 vs. PMZNX (17.61).
| CUBRX | PMZNX | CUBRX / PMZNX | |
| Total Expense Ratio | 0.58 | 2.29 | 25% |
| Annual Report Gross Expense Ratio | 0.58 | 2.34 | 25% |
| Fund Existence | 6 years | 7 years | - |
| Gain YTD | 1.839 | 2.452 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632M | 11.6B | 5% |
| Annual Yield % from dividends | 5.42 | 7.07 | 77% |
| Returns for 1 year | 8.20 | 8.29 | 99% |
| Returns for 3 years | 16.04 | 11.95 | 134% |
| Returns for 5 years | 29.44 | 17.61 | 167% |
| Returns for 10 years | N/A | N/A | - |
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