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BSIIX vs CUBCX
BSIIX vs CUBCX Comparison
Open Charts BSIIX vs CUBCX
BlackRock Strategic Income Opps Instl
Price$9.74
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets43.31B
Calvert Flexible Bond Fund
Price$14.96
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets664.21M
BSIIX vs CUBCX Comparison Chart in %
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BSIIX vs. CUBCX commentary
Aug 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 CUBCX is a Hold.
FUNDAMENTALS
Fundamentals
BSIIX has more cash in the bank: 43.3B vs. CUBCX (664M). BSIIX pays higher dividends than CUBCX: BSIIX (4.71) vs CUBCX (4.14). BSIIX was incepted earlier than CUBCX: BSIIX (18 years) vs CUBCX (11 years). CUBCX (1.69) is less costly to investors than BSIIX (0.71). BSIIX is a more actively managed with annual turnover of: 1117.00 vs. CUBCX (450.00). CUBCX has a lower initial minimum investment than BSIIX: CUBCX (1000) vs BSIIX (2000000). BSIIX annual gain was more profitable for investors over the last year : 6.74 vs. CUBCX (5.39). CUBCX return over 5 years is better than : 19.21 vs. BSIIX (16.54).
| BSIIX | CUBCX | BSIIX / CUBCX | |
| Total Expense Ratio | 0.71 | 1.65 | 43% |
| Annual Report Gross Expense Ratio | 0.71 | 1.69 | 42% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 5.716 | 4.918 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.3B | 664M | 6,521% |
| Annual Yield % from dividends | 4.71 | 4.14 | 114% |
| Returns for 1 year | 6.74 | 5.39 | 125% |
| Returns for 3 years | 17.30 | 17.22 | 100% |
| Returns for 5 years | 16.54 | 19.21 | 86% |
| Returns for 10 years | 36.77 | 30.12 | 122% |
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