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BSIIX vs CUBAX
BSIIX vs CUBAX Comparison
Open Charts BSIIX vs CUBAX
BlackRock Strategic Income Opps Instl
Price$9.54
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets41.13B
Calvert Flexible Bond Fund
Price$14.70
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets632.13M
BSIIX vs CUBAX Comparison Chart
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BSIIX vs. CUBAX 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 BSIIX is a Hold and CUBAX is a Hold.
FUNDAMENTALS
Fundamentals
BSIIX has more cash in the bank: 41.1B vs. CUBAX (632M). CUBAX pays higher dividends than BSIIX: CUBAX (5.08) vs BSIIX (4.82). BSIIX was incepted earlier than CUBAX: BSIIX (17 years) vs CUBAX (11 years). CUBAX (0.93) is less costly to investors than BSIIX (0.75). BSIIX is a more actively managed with annual turnover of: 1117.00 vs. CUBAX (450.00). CUBAX has a lower initial minimum investment than BSIIX: CUBAX (1000) vs BSIIX (2000000). BSIIX (8.03) and CUBAX (7.90) have marching annual gain over last year. CUBAX return over 5 years is better than : 26.94 vs. BSIIX (19.45).
| BSIIX | CUBAX | BSIIX / CUBAX | |
| Total Expense Ratio | 0.74 | 0.92 | 80% |
| Annual Report Gross Expense Ratio | 0.75 | 0.93 | 81% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 1.955 | 1.961 | 100% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.1B | 632M | 6,503% |
| Annual Yield % from dividends | 4.82 | 5.08 | 95% |
| Returns for 1 year | 8.03 | 7.90 | 102% |
| Returns for 3 years | 11.45 | 15.04 | 76% |
| Returns for 5 years | 19.45 | 26.94 | 72% |
| Returns for 10 years | 30.57 | 34.89 | 88% |
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