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BIVIX vs CPCLX
BIVIX vs CPCLX Comparison
Open Charts BIVIX vs CPCLX
Invenomic Institutional
Price$16.70
Change-$0.15 (-0.89%)
VolumeN/A
Net Assets919.18M
Calamos Phineus Long/Short C
Price$16.71
Change-$0.07 (-0.42%)
VolumeN/A
Net Assets1.13B
BIVIX vs CPCLX Comparison Chart in %
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BIVIX vs. CPCLX commentary
Aug 12, 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 BIVIX is a Hold and CPCLX is a Buy.
FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.14B vs. BIVIX (919M). BIVIX pays higher dividends than CPCLX: BIVIX (4.09) vs CPCLX (2.83). BIVIX was incepted earlier than CPCLX: BIVIX (8 years) vs CPCLX (9 years). CPCLX (3.19) and BIVIX (3.17) have similar cost to investors . CPCLX is a more actively managed with annual turnover of: 342.00 vs. BIVIX (170.00). CPCLX has a lower initial minimum investment than BIVIX: CPCLX (2500) vs BIVIX (50000). CPCLX annual gain was more profitable for investors over the last year : 9.07 vs. BIVIX (-1.11). BIVIX return over 5 years is better than : 57.45 vs. CPCLX (52.75).
| BIVIX | CPCLX | BIVIX / CPCLX | |
| Total Expense Ratio | 3.17 | 3.19 | 99% |
| Annual Report Gross Expense Ratio | 3.17 | 3.19 | 99% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | -3.524 | 10.589 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 2500 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 919M | 1.14B | 81% |
| Annual Yield % from dividends | 4.09 | 2.83 | 145% |
| Returns for 1 year | -1.11 | 9.07 | -12% |
| Returns for 3 years | -25.38 | 15.99 | -159% |
| Returns for 5 years | 57.45 | 52.75 | 109% |
| Returns for 10 years | N/A | N/A | - |