Interact to see
Advertisement
Advertisement
BASIX vs CUBIX
BASIX vs CUBIX Comparison
Open Charts BASIX vs CUBIX
BlackRock Strategic Income Opps Inv A
Price$9.68
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets42.6B
Calvert Flexible Bond Fund
Price$14.79
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets651.64M
BASIX vs CUBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BASIX vs. CUBIX commentary
Jul 05, 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: 42.6B vs. CUBIX (652M). CUBIX pays higher dividends than BASIX: CUBIX (5.16) vs BASIX (4.42). 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 (8.06) and CUBIX (7.99) have marching annual gain over last year. CUBIX return over 5 years is better than : 26.08 vs. BASIX (3.83).
| 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 | 4.509 | 4.309 | 105% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.6B | 652M | 6,534% |
| Annual Yield % from dividends | 4.42 | 5.16 | 86% |
| Returns for 1 year | 8.06 | 7.99 | 101% |
| Returns for 3 years | 3.54 | 20.85 | 17% |
| Returns for 5 years | 3.83 | 26.08 | 15% |
| Returns for 10 years | 31.33 | 42.29 | 74% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement