Interact to see
Advertisement
Advertisement
BSIIX vs CUBIX
BSIIX vs CUBIX Comparison
Open Charts BSIIX vs CUBIX
BlackRock Strategic Income Opps Instl
Price$9.66
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets42.69B
Calvert Flexible Bond Fund
Price$14.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets651.64M
BSIIX vs CUBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BSIIX vs. CUBIX commentary
Aug 01, 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 CUBIX is a Hold.
FUNDAMENTALS
Fundamentals
BSIIX has more cash in the bank: 42.7B vs. CUBIX (652M). CUBIX pays higher dividends than BSIIX: CUBIX (5.16) vs BSIIX (4.68). BSIIX was incepted earlier than CUBIX: BSIIX (18 years) vs CUBIX (11 years). BSIIX (0.71) and CUBIX (0.69) have similar cost to investors . BSIIX is a more actively managed with annual turnover of: 1117.00 vs. CUBIX (450.00). CUBIX has a lower initial minimum investment than BSIIX: CUBIX (1000000) vs BSIIX (2000000). CUBIX (6.37) and BSIIX (6.33) have marching annual gain over last year. CUBIX return over 5 years is better than : 24.91 vs. BSIIX (15.82).
| BSIIX | CUBIX | BSIIX / CUBIX | |
| Total Expense Ratio | 0.71 | 0.65 | 109% |
| Annual Report Gross Expense Ratio | 0.71 | 0.69 | 103% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 4.542 | 4.309 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7B | 652M | 6,549% |
| Annual Yield % from dividends | 4.68 | 5.16 | 91% |
| Returns for 1 year | 6.33 | 6.37 | 99% |
| Returns for 3 years | 14.91 | 18.84 | 79% |
| Returns for 5 years | 15.82 | 24.91 | 64% |
| Returns for 10 years | 34.69 | 42.22 | 82% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement