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PMZNX vs STBDX
PMZNX vs STBDX Comparison
Open Charts PMZNX vs STBDX
PIMCO Mortgage Opportunities and Bd I-3
Price$9.33
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets11.65B
Ocean Park Tactical Bond C
Price$24.61
Change-$0.07 (-0.28%)
VolumeN/A
Net Assets2.02B
PMZNX vs STBDX Comparison Chart
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PMZNX vs. STBDX 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 PMZNX is a Hold and STBDX is a Hold.
FUNDAMENTALS
Fundamentals
PMZNX has more cash in the bank: 11.6B vs. STBDX (2.02B). PMZNX pays higher dividends than STBDX: PMZNX (7.07) vs STBDX (4.68). PMZNX was incepted earlier than STBDX: PMZNX (7 years) vs STBDX (6 years). STBDX (2.67) is less costly to investors than PMZNX (2.34). PMZNX is a more actively managed with annual turnover of: 1239.00 vs. STBDX (198.00). STBDX has a lower initial minimum investment than PMZNX: STBDX (10000) vs PMZNX (1000000). PMZNX annual gain was more profitable for investors over the last year : 8.29 vs. STBDX (1.15). PMZNX return over 5 years is better than : 17.20 vs. STBDX (8.51).
| PMZNX | STBDX | PMZNX / STBDX | |
| Total Expense Ratio | 2.29 | 2.67 | 86% |
| Annual Report Gross Expense Ratio | 2.34 | 2.67 | 88% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 2.562 | -3.828 | -67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 2.02B | 575% |
| Annual Yield % from dividends | 7.07 | 4.68 | 151% |
| Returns for 1 year | 8.29 | 1.15 | 721% |
| Returns for 3 years | 12.07 | 5.42 | 223% |
| Returns for 5 years | 17.20 | 8.51 | 202% |
| Returns for 10 years | N/A | N/A | - |
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