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BIVSX vs CPCLX
BIVSX vs CPCLX Comparison
Open Charts BIVSX vs CPCLX
Invenomic Super Institutional
Price$17.24
Change-$0.06 (-0.35%)
VolumeN/A
Net Assets955.36M
Calamos Phineus Long/Short C
Price$16.14
Change+$0.09 (+0.56%)
VolumeN/A
Net Assets1.06B
BIVSX vs CPCLX Comparison Chart
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BIVSX 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 BIVSX is a StrongBuy and CPCLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.06B vs. BIVSX (955M). BIVSX pays higher dividends than CPCLX: BIVSX (4.31) vs CPCLX (2.95). 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 : 4.49 vs. BIVSX (-2.73). BIVSX return over 5 years is better than : 63.99 vs. CPCLX (35.52).
| 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 | -1.425 | 6.817 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 2500 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 955M | 1.06B | 90% |
| Annual Yield % from dividends | 4.31 | 2.95 | 146% |
| Returns for 1 year | -2.73 | 4.49 | -61% |
| Returns for 3 years | -29.22 | 13.01 | -225% |
| Returns for 5 years | 63.99 | 35.52 | 180% |
| Returns for 10 years | N/A | N/A | - |
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