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LROIX vs PMZNX
LROIX vs PMZNX Comparison
Open Charts LROIX vs PMZNX
BrandywineGLOBAL Global Unconst Bond I
Price$11.25
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets102.37M
PIMCO Mortgage Opportunities and Bd I-3
Price$9.28
Change-$0.03 (-0.32%)
VolumeN/A
Net Assets11.74B
LROIX vs PMZNX Comparison Chart
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LROIX vs. PMZNX commentary
Jun 06, 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: 11.7B vs. LROIX (102M). LROIX (6.94) and PMZNX (6.86) 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. LROIX annual gain was more profitable for investors over the last year : 7.50 vs. PMZNX (6.28). PMZNX return over 5 years is better than : 15.57 vs. LROIX (10.57).
| 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 | 7.562 | 3.036 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 11.7B | 1% |
| Annual Yield % from dividends | 6.94 | 6.86 | 101% |
| Returns for 1 year | 7.50 | 6.28 | 119% |
| Returns for 3 years | 11.47 | 13.02 | 88% |
| Returns for 5 years | 10.57 | 15.57 | 68% |
| Returns for 10 years | 16.68 | N/A | - |
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