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BASIX vs CUBRX
BASIX vs CUBRX Comparison
Open Charts BASIX vs CUBRX
BlackRock Strategic Income Opps Inv A
Price$9.53
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets41.32B
Calvert Flexible Bond Fund Class R6
Price$14.62
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets631.46M
BASIX vs CUBRX Comparison Chart
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BASIX vs. CUBRX commentary
May 23, 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 CUBRX is a Hold.
FUNDAMENTALS
Fundamentals
BASIX has more cash in the bank: 41.3B vs. CUBRX (631M). CUBRX pays higher dividends than BASIX: CUBRX (5.37) vs BASIX (4.52). BASIX was incepted earlier than CUBRX: BASIX (17 years) vs CUBRX (6 years). BASIX (0.97) is less costly to investors than CUBRX (0.61). BASIX is a more actively managed with annual turnover of: 1117.00 vs. CUBRX (450.00). BASIX has a lower initial minimum investment than CUBRX: BASIX (1000) vs CUBRX (5000000). CUBRX (6.94) and BASIX (6.67) have marching annual gain over last year. CUBRX return over 5 years is better than : 28.46 vs. BASIX (16.42).
| BASIX | CUBRX | BASIX / CUBRX | |
| Total Expense Ratio | 0.96 | 0.57 | 168% |
| Annual Report Gross Expense Ratio | 0.97 | 0.61 | 159% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 2.021 | 2.129 | 95% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.3B | 631M | 6,545% |
| Annual Yield % from dividends | 4.52 | 5.37 | 84% |
| Returns for 1 year | 6.67 | 6.94 | 96% |
| Returns for 3 years | 11.77 | 17.58 | 67% |
| Returns for 5 years | 16.42 | 28.46 | 58% |
| Returns for 10 years | 27.38 | N/A | - |
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