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CUBIX vs GIOSX
CUBIX vs GIOSX Comparison
Open Charts CUBIX vs GIOSX
Calvert Flexible Bond Fund
Price$14.61
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets631.46M
Guggenheim Macro Opportunities R6
Price$24.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.18B
CUBIX vs GIOSX Comparison Chart
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CUBIX vs. GIOSX commentary
May 25, 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 CUBIX is a Hold and GIOSX is a Buy.
FUNDAMENTALS
Fundamentals
GIOSX has more cash in the bank: 8.18B vs. CUBIX (631M). GIOSX pays higher dividends than CUBIX: GIOSX (5.84) vs CUBIX (5.29). CUBIX was incepted earlier than GIOSX: CUBIX (11 years) vs GIOSX (6 years). GIOSX (0.98) is less costly to investors than CUBIX (0.69). CUBIX is a more actively managed with annual turnover of: 450.00 vs. GIOSX (24.00). CUBIX has a lower initial minimum investment than GIOSX: CUBIX (1000000) vs GIOSX (2000000). GIOSX annual gain was more profitable for investors over the last year : 7.63 vs. CUBIX (7.08). GIOSX return over 5 years is better than : 30.39 vs. CUBIX (27.89).
| CUBIX | GIOSX | CUBIX / GIOSX | |
| Total Expense Ratio | 0.65 | 0.93 | 70% |
| Annual Report Gross Expense Ratio | 0.69 | 0.98 | 70% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 2.170 | 1.728 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 631M | 8.18B | 8% |
| Annual Yield % from dividends | 5.29 | 5.84 | 91% |
| Returns for 1 year | 7.08 | 7.63 | 93% |
| Returns for 3 years | 17.17 | 19.03 | 90% |
| Returns for 5 years | 27.89 | 30.39 | 92% |
| Returns for 10 years | 38.98 | N/A | - |
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