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BASIX vs CUBIX
BASIX vs CUBIX Comparison
Open Charts BASIX vs CUBIX
BlackRock Strategic Income Opps Inv A
Price$9.54
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets41.38B
Calvert Flexible Bond Fund
Price$14.61
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets631.46M
BASIX vs CUBIX Comparison Chart
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BASIX vs. CUBIX 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 CUBIX is a Hold.
FUNDAMENTALS
Fundamentals
BASIX has more cash in the bank: 41.4B vs. CUBIX (631M). CUBIX pays higher dividends than BASIX: CUBIX (5.29) vs BASIX (4.52). 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 (7.12) and CUBIX (7.08) have marching annual gain over last year. CUBIX return over 5 years is better than : 27.89 vs. BASIX (16.66).
| 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 | 2.235 | 2.170 | 103% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.4B | 631M | 6,561% |
| Annual Yield % from dividends | 4.52 | 5.29 | 85% |
| Returns for 1 year | 7.12 | 7.08 | 101% |
| Returns for 3 years | 12.01 | 17.17 | 70% |
| Returns for 5 years | 16.66 | 27.89 | 60% |
| Returns for 10 years | 27.65 | 38.98 | 71% |
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