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BIVSX vs CPCLX
BIVSX vs CPCLX Comparison
Open Charts BIVSX vs CPCLX
Invenomic Super Institutional
Price$17.11
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets919.18M
Calamos Phineus Long/Short C
Price$16.78
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets1.13B
BIVSX vs CPCLX Comparison Chart in %
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BIVSX vs. CPCLX commentary
Aug 10, 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 BIVSX is a Hold and CPCLX is a Buy.
FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.14B vs. BIVSX (919M). BIVSX pays higher dividends than CPCLX: BIVSX (4.34) vs CPCLX (2.83). BIVSX was incepted earlier than CPCLX: BIVSX (6 years) vs CPCLX (9 years). CPCLX (3.19) is less costly to investors than BIVSX (2.92). CPCLX is a more actively managed with annual turnover of: 342.00 vs. BIVSX (170.00). CPCLX has a lower initial minimum investment than BIVSX: CPCLX (2500) vs BIVSX (50000000). CPCLX annual gain was more profitable for investors over the last year : 9.25 vs. BIVSX (-0.53). BIVSX return over 5 years is better than : 69.38 vs. CPCLX (57.40).
| BIVSX | CPCLX | BIVSX / CPCLX | |
| Total Expense Ratio | 2.92 | 3.19 | 92% |
| Annual Report Gross Expense Ratio | 2.92 | 3.19 | 92% |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | -2.507 | 11.052 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 2500 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 919M | 1.14B | 81% |
| Annual Yield % from dividends | 4.34 | 2.83 | 154% |
| Returns for 1 year | -0.53 | 9.25 | -6% |
| Returns for 3 years | -22.38 | 20.49 | -109% |
| Returns for 5 years | 69.38 | 57.40 | 121% |
| Returns for 10 years | N/A | N/A | - |
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