Interact to see
Advertisement
Advertisement
BASIX vs CUBIX
BASIX vs CUBIX Comparison
Open Charts BASIX vs CUBIX
BlackRock Strategic Income Opps Inv A
Price$9.61
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets41.96B
Calvert Flexible Bond Fund
Price$14.70
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets641.91M
BASIX vs CUBIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BASIX vs. CUBIX commentary
Jun 15, 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 CUBIX is a Hold.
FUNDAMENTALS
Fundamentals
BASIX has more cash in the bank: 42B vs. CUBIX (642M). CUBIX pays higher dividends than BASIX: CUBIX (5.25) vs BASIX (4.47). BASIX was incepted earlier than CUBIX: BASIX (17 years) vs CUBIX (11 years). BASIX (0.97) is less costly to investors than CUBIX (0.69). BASIX is a more actively managed with annual turnover of: 1117.00 vs. CUBIX (450.00). BASIX has a lower initial minimum investment than CUBIX: BASIX (1000) vs CUBIX (1000000). BASIX (7.06) and CUBIX (7.02) have marching annual gain over last year. CUBIX return over 5 years is better than : 26.01 vs. BASIX (15.96).
| BASIX | CUBIX | BASIX / CUBIX | |
| Total Expense Ratio | 0.96 | 0.65 | 148% |
| Annual Report Gross Expense Ratio | 0.97 | 0.69 | 141% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 3.368 | 3.247 | 104% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42B | 642M | 6,542% |
| Annual Yield % from dividends | 4.47 | 5.25 | 85% |
| Returns for 1 year | 7.06 | 7.02 | 101% |
| Returns for 3 years | 14.17 | 19.60 | 72% |
| Returns for 5 years | 15.96 | 26.01 | 61% |
| Returns for 10 years | 29.58 | 40.54 | 73% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PJRQX | 8.97 | -0.10 | -1.10% |
| PGIM Quant Solutions International Eq R6 | |||
| DFFVX | 32.46 | -0.54 | -1.64% |
| DFA US Targeted Value I | |||
| PJGQX | 21.64 | -0.37 | -1.68% |
| PGIM Jennison Mid-Cap Growth R6 | |||
| NBRCX | 24.35 | -0.42 | -1.70% |
| Neuberger Berman M/C Intrinsic Val C | |||
| MRIGX | 33.11 | -0.69 | -2.04% |
| Meridian Growth Investor | |||