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BSIIX vs CUBRX
BSIIX vs CUBRX Comparison
Open Charts BSIIX vs CUBRX
BlackRock Strategic Income Opps Instl
Price$9.53
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets41.32B
Calvert Flexible Bond Fund Class R6
Price$14.62
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets631.46M
BSIIX vs CUBRX Comparison Chart
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BSIIX vs. CUBRX commentary
May 23, 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: 41.3B vs. CUBRX (631M). CUBRX pays higher dividends than BSIIX: CUBRX (5.37) vs BSIIX (4.78). BSIIX was incepted earlier than CUBRX: BSIIX (17 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 (7.07) and CUBRX (6.94) have marching annual gain over last year. CUBRX return over 5 years is better than : 28.46 vs. BSIIX (18.15).
| BSIIX | CUBRX | BSIIX / CUBRX | |
| Total Expense Ratio | 0.71 | 0.57 | 125% |
| Annual Report Gross Expense Ratio | 0.71 | 0.61 | 116% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 2.222 | 2.129 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 5000000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.3B | 631M | 6,545% |
| Annual Yield % from dividends | 4.78 | 5.37 | 89% |
| Returns for 1 year | 7.07 | 6.94 | 102% |
| Returns for 3 years | 12.78 | 17.58 | 73% |
| Returns for 5 years | 18.15 | 28.46 | 64% |
| Returns for 10 years | 31.17 | N/A | - |
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