Interact to see
Advertisement
Advertisement
BASIX vs CUBRX
BASIX vs CUBRX Comparison
Open Charts BASIX vs CUBRX
BlackRock Strategic Income Opps Inv A
Price$9.61
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets41.96B
Calvert Flexible Bond Fund Class R6
Price$14.71
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets641.91M
BASIX vs CUBRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BASIX vs. CUBRX commentary
Jun 15, 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: 42B vs. CUBRX (642M). CUBRX pays higher dividends than BASIX: CUBRX (5.33) vs BASIX (4.47). 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 (7.18) and BASIX (7.06) have marching annual gain over last year. CUBRX return over 5 years is better than : 26.66 vs. BASIX (15.96).
| 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 | 3.368 | 3.282 | 103% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42B | 642M | 6,542% |
| Annual Yield % from dividends | 4.47 | 5.33 | 84% |
| Returns for 1 year | 7.06 | 7.18 | 98% |
| Returns for 3 years | 14.17 | 19.92 | 71% |
| Returns for 5 years | 15.96 | 26.66 | 60% |
| Returns for 10 years | 29.58 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers