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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-$0.00 (-0.00%)
VolumeN/A
Net Assets41.14B
Calvert Flexible Bond Fund
Price$14.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets632.13M
BASIX vs CUBIX Comparison Chart
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BASIX vs. CUBIX commentary
May 01, 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: 41.1B vs. CUBIX (632M). CUBIX pays higher dividends than BASIX: CUBIX (5.34) vs BASIX (4.56). BASIX was incepted earlier than CUBIX: BASIX (17 years) vs CUBIX (11 years). BASIX (1.00) is less costly to investors than CUBIX (0.68). 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). CUBIX (7.90) and BASIX (7.68) have marching annual gain over last year. CUBIX return over 5 years is better than : 28.62 vs. BASIX (17.97).
| BASIX | CUBIX | BASIX / CUBIX | |
| Total Expense Ratio | 0.99 | 0.67 | 148% |
| Annual Report Gross Expense Ratio | 1.00 | 0.68 | 147% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 1.884 | 2.095 | 90% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.1B | 632M | 6,503% |
| Annual Yield % from dividends | 4.56 | 5.34 | 85% |
| Returns for 1 year | 7.68 | 7.90 | 97% |
| Returns for 3 years | 10.71 | 15.96 | 67% |
| Returns for 5 years | 17.97 | 28.62 | 63% |
| Returns for 10 years | 26.96 | 39.06 | 69% |
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