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BSIIX vs CUBRX
BSIIX vs CUBRX Comparison
Open Charts BSIIX vs CUBRX
BlackRock Strategic Income Opps Instl
Price$9.73
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets43.31B
Calvert Flexible Bond Fund Class R6
Price$14.91
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets664.21M
BSIIX vs CUBRX Comparison Chart in %
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BSIIX vs. CUBRX commentary
Aug 28, 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 CUBRX is a Hold.
FUNDAMENTALS
Fundamentals
BSIIX has more cash in the bank: 43.3B vs. CUBRX (664M). CUBRX pays higher dividends than BSIIX: CUBRX (5.21) vs BSIIX (4.71). BSIIX was incepted earlier than CUBRX: BSIIX (18 years) vs CUBRX (6 years). BSIIX (0.71) is less costly to investors than CUBRX (0.61). BSIIX is a more actively managed with annual turnover of: 1117.00 vs. CUBRX (450.00). BSIIX has a lower initial minimum investment than CUBRX: BSIIX (2000000) vs CUBRX (5000000). BSIIX (6.52) and CUBRX (6.48) have marching annual gain over last year. CUBRX return over 5 years is better than : 25.82 vs. BSIIX (16.42).
| BSIIX | CUBRX | BSIIX / CUBRX | |
| Total Expense Ratio | 0.71 | 0.57 | 125% |
| Annual Report Gross Expense Ratio | 0.71 | 0.61 | 116% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 5.607 | 5.523 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 5000000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.3B | 664M | 6,521% |
| Annual Yield % from dividends | 4.71 | 5.21 | 90% |
| Returns for 1 year | 6.52 | 6.48 | 101% |
| Returns for 3 years | 16.81 | 20.82 | 81% |
| Returns for 5 years | 16.42 | 25.82 | 64% |
| Returns for 10 years | 36.88 | N/A | - |
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