BASIX
Price
$9.68
Change
+$0.01 (+0.10%)
Updated
Jul 3 closing price
Net Assets
42.6B
CUBRX
Price
$14.80
Change
-$0.02 (-0.13%)
Updated
Jul 3 closing price
Net Assets
651.64M
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BASIX vs CUBRX

Header iconBASIX vs CUBRX Comparison
Open Charts BASIX vs CUBRXBanner chart's image
BlackRock Strategic Income Opps Inv A
Price$9.68
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets42.6B
Calvert Flexible Bond Fund Class R6
Price$14.80
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets651.64M
BASIX vs CUBRX Comparison Chart in %
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BASIX vs. CUBRX commentary
Jul 06, 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.

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FUNDAMENTALS
Fundamentals
BASIX has more cash in the bank: 42.6B vs. CUBRX (652M). CUBRX pays higher dividends than BASIX: CUBRX (5.24) vs BASIX (4.42). 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 (8.15) and BASIX (8.06) have marching annual gain over last year. CUBRX return over 5 years is better than : 26.72 vs. BASIX (3.83).
BASIXCUBRXBASIX / CUBRX
Total Expense Ratio0.960.57168%
Annual Report Gross Expense Ratio0.970.61159%
Fund Existence17 years6 years-
Gain YTD4.5094.356104%
Front Load4%N/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets42.6B652M6,534%
Annual Yield % from dividends4.425.2484%
Returns for 1 year8.068.1599%
Returns for 3 years3.5421.2617%
Returns for 5 years3.8326.7214%
Returns for 10 years31.33N/A-
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