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BSIIX vs CUBRX
BSIIX vs CUBRX Comparison
Open Charts BSIIX vs CUBRX
BlackRock Strategic Income Opps Instl
Price$9.54
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets41.07B
Calvert Flexible Bond Fund Class R6
Price$14.65
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets632.13M
BSIIX vs CUBRX Comparison Chart
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BSIIX vs. CUBRX 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 CUBRX is a Hold.
FUNDAMENTALS
Fundamentals
BSIIX has more cash in the bank: 41.1B vs. CUBRX (632M). CUBRX pays higher dividends than BSIIX: CUBRX (5.42) vs BSIIX (4.82). BSIIX was incepted earlier than CUBRX: BSIIX (17 years) vs CUBRX (6 years). BSIIX (0.75) is less costly to investors than CUBRX (0.58). BSIIX is a more actively managed with annual turnover of: 1005.00 vs. CUBRX (450.00). BSIIX has a lower initial minimum investment than CUBRX: BSIIX (2000000) vs CUBRX (5000000). BSIIX (8.26) and CUBRX (8.20) have marching annual gain over last year. CUBRX return over 5 years is better than : 29.44 vs. BSIIX (19.71).
| BSIIX | CUBRX | BSIIX / CUBRX | |
| Total Expense Ratio | 0.74 | 0.58 | 128% |
| Annual Report Gross Expense Ratio | 0.75 | 0.58 | 129% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 1.955 | 1.839 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 5000000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.1B | 632M | 6,503% |
| Annual Yield % from dividends | 4.82 | 5.42 | 89% |
| Returns for 1 year | 8.26 | 8.20 | 101% |
| Returns for 3 years | 11.45 | 16.04 | 71% |
| Returns for 5 years | 19.71 | 29.44 | 67% |
| Returns for 10 years | 30.57 | N/A | - |
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