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BASIX vs CUBRX
BASIX vs CUBRX Comparison
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BASIX vs CUBRX Comparison Chart in %
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BASIX vs. CUBRX commentary
Sep 13, 2026
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: 49.6B vs. CUBRX (843M). CUBRX pays higher dividends than BASIX: CUBRX (5.03) vs BASIX (4.51). BASIX was incepted earlier than CUBRX: BASIX (19 years) vs CUBRX (7 years). BASIX (0.99) is less costly to investors than CUBRX (0.54). BASIX is a more actively managed with annual turnover of: 1006.00 vs. CUBRX (394.00). BASIX has a lower initial minimum investment than CUBRX: BASIX (1000) vs CUBRX (5000000). BASIX annual gain was more profitable for investors over the last year : 2.25 vs. CUBRX (1.15). CUBRX return over 5 years is better than : 17.56 vs. BASIX (12.46).
| BASIX | CUBRX | BASIX / CUBRX | |
| Total Expense Ratio | 0.98 | 0.53 | 185% |
| Annual Report Gross Expense Ratio | 0.99 | 0.54 | 183% |
| Fund Existence | 19 years | 7 years | - |
| Gain YTD | 1.041 | -0.054 | -1,917% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.6B | 843M | 5,884% |
| Annual Yield % from dividends | 4.51 | 5.03 | 90% |
| Returns for 1 year | 2.25 | 1.15 | 196% |
| Returns for 3 years | 20.08 | 20.23 | 99% |
| Returns for 5 years | 12.46 | 17.56 | 71% |
| Returns for 10 years | 37.18 | N/A | - |
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