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BSIIX vs CUBCX
BSIIX vs CUBCX Comparison
Open Charts BSIIX vs CUBCX
BlackRock Strategic Income Opps Instl
Price$9.54
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets41.07B
Calvert Flexible Bond Fund
Price$14.70
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets632.13M
BSIIX vs CUBCX Comparison Chart
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BSIIX vs. CUBCX 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 CUBCX is a Hold.
FUNDAMENTALS
Fundamentals
BSIIX has more cash in the bank: 41.1B vs. CUBCX (632M). BSIIX pays higher dividends than CUBCX: BSIIX (4.82) vs CUBCX (4.34). BSIIX was incepted earlier than CUBCX: BSIIX (17 years) vs CUBCX (11 years). CUBCX (1.68) is less costly to investors than BSIIX (0.75). BSIIX is a more actively managed with annual turnover of: 1005.00 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 : 8.26 vs. CUBCX (7.10). CUBCX return over 5 years is better than : 22.64 vs. BSIIX (19.71).
| BSIIX | CUBCX | BSIIX / CUBCX | |
| Total Expense Ratio | 0.74 | 1.67 | 44% |
| Annual Report Gross Expense Ratio | 0.75 | 1.68 | 45% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 1.955 | 1.631 | 120% |
| Front Load | N/A | N/A | - |
| 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 | 4.34 | 111% |
| Returns for 1 year | 8.26 | 7.10 | 116% |
| Returns for 3 years | 11.45 | 12.38 | 92% |
| Returns for 5 years | 19.71 | 22.64 | 87% |
| Returns for 10 years | 30.57 | 25.10 | 122% |
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