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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 Assets41.13B
Calvert Flexible Bond Fund
Price$14.71
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets632.13M
BASIX vs CUBCX Comparison Chart
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BASIX vs. CUBCX commentary
Apr 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: 41.1B vs. CUBCX (632M). BASIX (4.56) and CUBCX (4.34) have matching dividends . BASIX was incepted earlier than CUBCX: BASIX (17 years) vs CUBCX (11 years). CUBCX (1.68) is less costly to investors than BASIX (1.00). 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 : 7.86 vs. CUBCX (7.10). CUBCX return over 5 years is better than : 22.42 vs. BASIX (17.85).
| BASIX | CUBCX | BASIX / CUBCX | |
| Total Expense Ratio | 0.99 | 1.67 | 59% |
| Annual Report Gross Expense Ratio | 1.00 | 1.68 | 60% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 1.884 | 1.770 | 106% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.1B | 632M | 6,503% |
| Annual Yield % from dividends | 4.56 | 4.34 | 105% |
| Returns for 1 year | 7.86 | 7.10 | 111% |
| Returns for 3 years | 10.71 | 12.54 | 85% |
| Returns for 5 years | 17.85 | 22.42 | 80% |
| Returns for 10 years | 26.96 | 25.27 | 107% |
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