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BASIX vs CUBRX
BASIX vs CUBRX Comparison
Open Charts BASIX vs CUBRX
BlackRock Strategic Income Opps Inv A
Price$9.54
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets41.13B
Calvert Flexible Bond Fund Class R6
Price$14.67
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets632.13M
BASIX vs CUBRX Comparison Chart
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BASIX vs. CUBRX commentary
Apr 30, 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: 41.1B vs. CUBRX (632M). CUBRX pays higher dividends than BASIX: CUBRX (5.42) vs BASIX (4.56). BASIX was incepted earlier than CUBRX: BASIX (17 years) vs CUBRX (6 years). BASIX (1.00) is less costly to investors than CUBRX (0.58). 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 (8.20) and BASIX (7.86) have marching annual gain over last year. CUBRX return over 5 years is better than : 29.10 vs. BASIX (17.85).
| BASIX | CUBRX | BASIX / CUBRX | |
| Total Expense Ratio | 0.99 | 0.58 | 171% |
| Annual Report Gross Expense Ratio | 1.00 | 0.58 | 172% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 1.884 | 1.978 | 95% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.1B | 632M | 6,503% |
| Annual Yield % from dividends | 4.56 | 5.42 | 84% |
| Returns for 1 year | 7.86 | 8.20 | 96% |
| Returns for 3 years | 10.71 | 16.20 | 66% |
| Returns for 5 years | 17.85 | 29.10 | 61% |
| Returns for 10 years | 26.96 | N/A | - |
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