BIVSX
Price
$14.97
Change
-$0.67 (-4.28%)
Updated
Jun 15 closing price
Net Assets
817.7M
CPCLX
Price
$15.64
Change
+$0.12 (+0.77%)
Updated
Jun 15 closing price
Net Assets
1.09B
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BIVSX vs CPCLX

Header iconBIVSX vs CPCLX Comparison
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BIVSX vs CPCLX Comparison Chart in %
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BIVSX vs. CPCLX commentary
Jun 16, 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 BIVSX is a Hold and CPCLX is a Hold.

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FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.09B vs. BIVSX (818M). BIVSX pays higher dividends than CPCLX: BIVSX (2.75) vs CPCLX (0.53). BIVSX was incepted earlier than CPCLX: BIVSX (7 years) vs CPCLX (10 years). CPCLX (3.05) is less costly to investors than BIVSX (2.82). CPCLX is a more actively managed with annual turnover of: 347.00 vs. BIVSX (197.00). 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 : -2.59 vs. BIVSX (-6.90). CPCLX return over 5 years is better than : 6.37 vs. BIVSX (-7.40).
BIVSXCPCLXBIVSX / CPCLX
Total Expense Ratio2.803.0592%
Annual Report Gross Expense Ratio2.823.0592%
Fund Existence7 years10 years-
Gain YTD-12.869-0.3823,367%
Front LoadN/AN/A-
Min. Initial Investment5000000025002,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets818M1.09B75%
Annual Yield % from dividends2.750.53519%
Returns for 1 year-6.90-2.59267%
Returns for 3 years-25.019.21-272%
Returns for 5 years-7.406.37-116%
Returns for 10 yearsN/A64.69-
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