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LROIX vs PMZNX
LROIX vs PMZNX Comparison
Open Charts LROIX vs PMZNX
BrandywineGLOBAL Global Unconst Bond I
Price$11.09
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets100.43M
PIMCO Mortgage Opportunities and Bd I-3
Price$9.32
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets11.65B
LROIX vs PMZNX Comparison Chart
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LROIX vs. PMZNX commentary
May 01, 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 LROIX is a Hold and PMZNX is a Hold.
FUNDAMENTALS
Fundamentals
PMZNX has more cash in the bank: 11.6B vs. LROIX (100M). LROIX (7.21) and PMZNX (7.07) have matching dividends . LROIX was incepted earlier than PMZNX: LROIX (14 years) vs PMZNX (7 years). PMZNX (2.34) is less costly to investors than LROIX (0.93). PMZNX is a more actively managed with annual turnover of: 1239.00 vs. LROIX (138.00). LROIX (1000000) and PMZNX (1000000) have matching initial minimum investment requirements. PMZNX annual gain was more profitable for investors over the last year : 8.29 vs. LROIX (7.31). PMZNX return over 5 years is better than : 17.20 vs. LROIX (15.82).
| LROIX | PMZNX | LROIX / PMZNX | |
| Total Expense Ratio | 0.85 | 2.29 | 37% |
| Annual Report Gross Expense Ratio | 0.93 | 2.34 | 40% |
| Fund Existence | 14 years | 7 years | - |
| Gain YTD | 6.028 | 2.562 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100M | 11.6B | 1% |
| Annual Yield % from dividends | 7.21 | 7.07 | 102% |
| Returns for 1 year | 7.31 | 8.29 | 88% |
| Returns for 3 years | 8.84 | 12.07 | 73% |
| Returns for 5 years | 15.82 | 17.20 | 92% |
| Returns for 10 years | 13.82 | N/A | - |
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