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BASIX vs CUBCX
BASIX vs CUBCX Comparison
Open Charts BASIX vs CUBCX
BlackRock Strategic Income Opps Inv A
Price$9.68
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets42.5B
Calvert Flexible Bond Fund
Price$14.85
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets651.64M
BASIX vs CUBCX Comparison Chart in %
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BASIX vs. CUBCX commentary
Jul 30, 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: 42.5B vs. CUBCX (652M). BASIX pays higher dividends than CUBCX: BASIX (4.42) vs CUBCX (4.17). 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 : 6.92 vs. CUBCX (6.02). CUBCX return over 5 years is better than : 19.00 vs. BASIX (14.49).
| 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 | 4.401 | 3.716 | 118% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.5B | 652M | 6,518% |
| Annual Yield % from dividends | 4.42 | 4.17 | 106% |
| Returns for 1 year | 6.92 | 6.02 | 115% |
| Returns for 3 years | 14.16 | 15.48 | 91% |
| Returns for 5 years | 14.49 | 19.00 | 76% |
| Returns for 10 years | 30.98 | 28.13 | 110% |
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