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BIVSX vs CPCLX
BIVSX vs CPCLX Comparison
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BIVSX 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 BIVSX is a Hold and CPCLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.12B vs. BIVSX (874M). BIVSX pays higher dividends than CPCLX: BIVSX (2.27) vs CPCLX (0.51). 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). BIVSX annual gain was more profitable for investors over the last year : 7.92 vs. CPCLX (0.17). BIVSX return over 5 years is better than : 23.78 vs. CPCLX (21.81).
| BIVSX | CPCLX | BIVSX / CPCLX | |
| Total Expense Ratio | 2.80 | 3.05 | 92% |
| Annual Report Gross Expense Ratio | 2.82 | 3.05 | 92% |
| Fund Existence | 7 years | 10 years | - |
| Gain YTD | 7.744 | 6.369 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 2500 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 874M | 1.12B | 78% |
| Annual Yield % from dividends | 2.27 | 0.51 | 448% |
| Returns for 1 year | 7.92 | 0.17 | 4,751% |
| Returns for 3 years | -9.02 | 18.58 | -49% |
| Returns for 5 years | 23.78 | 21.81 | 109% |
| Returns for 10 years | N/A | 68.72 | - |
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