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BIVIX vs CPCLX
BIVIX vs CPCLX Comparison
Open Charts BIVIX vs CPCLX
Invenomic Institutional
Price$16.99
Change-$0.05 (-0.29%)
VolumeN/A
Net Assets955.36M
Calamos Phineus Long/Short C
Price$16.14
Change+$0.09 (+0.56%)
VolumeN/A
Net Assets1.06B
BIVIX vs CPCLX Comparison Chart
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BIVIX vs. CPCLX commentary
Jun 07, 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 StrongBuy and CPCLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.06B vs. BIVIX (955M). BIVIX pays higher dividends than CPCLX: BIVIX (4.06) vs CPCLX (2.95). 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 : 4.49 vs. BIVIX (-3.01). BIVIX return over 5 years is better than : 61.09 vs. CPCLX (35.52).
| 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 | -1.560 | 6.817 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 2500 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 955M | 1.06B | 90% |
| Annual Yield % from dividends | 4.06 | 2.95 | 138% |
| Returns for 1 year | -3.01 | 4.49 | -67% |
| Returns for 3 years | -30.07 | 13.01 | -231% |
| Returns for 5 years | 61.09 | 35.52 | 172% |
| Returns for 10 years | N/A | N/A | - |
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| JUNW | 31.42 | 0.15 | +0.49% |
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