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BASIX vs CUBCX
BASIX vs CUBCX Comparison
Open Charts BASIX vs CUBCX
BlackRock Strategic Income Opps Inv A
Price$9.61
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets41.96B
Calvert Flexible Bond Fund
Price$14.75
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets641.91M
BASIX vs CUBCX Comparison Chart
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BASIX vs. CUBCX commentary
Jun 16, 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: 42B vs. CUBCX (642M). BASIX (4.47) and CUBCX (4.25) have matching dividends . 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 : 7.06 vs. CUBCX (5.95). CUBCX return over 5 years is better than : 19.84 vs. BASIX (15.96).
| 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 | 3.368 | 2.815 | 120% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42B | 642M | 6,542% |
| Annual Yield % from dividends | 4.47 | 4.25 | 105% |
| Returns for 1 year | 7.06 | 5.95 | 119% |
| Returns for 3 years | 14.17 | 16.04 | 88% |
| Returns for 5 years | 15.96 | 19.84 | 80% |
| Returns for 10 years | 29.58 | 26.55 | 111% |
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