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BASIX vs CUBRX
BASIX vs CUBRX Comparison
Open Charts BASIX vs CUBRX
BlackRock Strategic Income Opps Inv A
Price$9.67
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets42.5B
Calvert Flexible Bond Fund Class R6
Price$14.79
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets651.64M
BASIX vs CUBRX Comparison Chart in %
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BASIX vs. CUBRX commentary
Jul 27, 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: 42.5B 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 (7.48) and BASIX (7.26) have marching annual gain over last year. CUBRX return over 5 years is better than : 25.94 vs. BASIX (14.61).
| 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 | 4.401 | 4.285 | 103% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.5B | 652M | 6,518% |
| Annual Yield % from dividends | 4.42 | 5.24 | 84% |
| Returns for 1 year | 7.26 | 7.48 | 97% |
| Returns for 3 years | 15.06 | 20.51 | 73% |
| Returns for 5 years | 14.61 | 25.94 | 56% |
| Returns for 10 years | 31.32 | N/A | - |
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