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BASIX vs CUBCX
BASIX vs CUBCX Comparison
Open Charts BASIX vs CUBCX
BlackRock Strategic Income Opps Inv A
Price$9.54
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets41.38B
Calvert Flexible Bond Fund
Price$14.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets631.46M
BASIX vs CUBCX Comparison Chart
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BASIX vs. CUBCX commentary
May 24, 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 BASIX is a Hold and CUBCX is a Hold.
FUNDAMENTALS
Fundamentals
BASIX has more cash in the bank: 41.4B vs. CUBCX (631M). BASIX pays higher dividends than CUBCX: BASIX (4.52) vs CUBCX (4.29). BASIX was incepted earlier than CUBCX: BASIX (17 years) vs CUBCX (11 years). CUBCX (1.69) is less costly to investors than BASIX (0.97). BASIX is a more actively managed with annual turnover of: 1117.00 vs. CUBCX (450.00). BASIX (1000) and CUBCX (1000) have matching initial minimum investment requirements. BASIX annual gain was more profitable for investors over the last year : 7.12 vs. CUBCX (6.00). CUBCX return over 5 years is better than : 21.71 vs. BASIX (16.66).
| BASIX | CUBCX | BASIX / CUBCX | |
| Total Expense Ratio | 0.96 | 1.65 | 58% |
| Annual Report Gross Expense Ratio | 0.97 | 1.69 | 57% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 2.235 | 1.831 | 122% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.4B | 631M | 6,561% |
| Annual Yield % from dividends | 4.52 | 4.29 | 105% |
| Returns for 1 year | 7.12 | 6.00 | 119% |
| Returns for 3 years | 12.01 | 13.69 | 88% |
| Returns for 5 years | 16.66 | 21.71 | 77% |
| Returns for 10 years | 27.65 | 25.18 | 110% |
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