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BIVIX vs CPCLX
BIVIX vs CPCLX Comparison
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BIVIX vs CPCLX Comparison Chart in %
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BIVIX vs. CPCLX commentary
Aug 23, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.12B vs. BIVIX (874M). BIVIX pays higher dividends than CPCLX: BIVIX (2.06) vs CPCLX (0.51). BIVIX was incepted earlier than CPCLX: BIVIX (9 years) vs CPCLX (10 years). BIVIX (3.07) and CPCLX (3.05) have similar cost to investors . CPCLX is a more actively managed with annual turnover of: 347.00 vs. BIVIX (197.00). CPCLX has a lower initial minimum investment than BIVIX: CPCLX (2500) vs BIVIX (50000). BIVIX annual gain was more profitable for investors over the last year : 7.63 vs. CPCLX (0.17). CPCLX (21.81) and BIVIX (21.59) have equivalent 5 years return.
| BIVIX | CPCLX | BIVIX / CPCLX | |
| Total Expense Ratio | 3.05 | 3.05 | 100% |
| Annual Report Gross Expense Ratio | 3.07 | 3.05 | 101% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 7.571 | 6.369 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 2500 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 874M | 1.12B | 78% |
| Annual Yield % from dividends | 2.06 | 0.51 | 407% |
| Returns for 1 year | 7.63 | 0.17 | 4,580% |
| Returns for 3 years | -9.93 | 18.58 | -53% |
| Returns for 5 years | 21.59 | 21.81 | 99% |
| Returns for 10 years | N/A | 68.72 | - |
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