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BIVSX vs CPCLX
BIVSX vs CPCLX Comparison
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BIVSX vs. CPCLX commentary
Sep 13, 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 Buy.
FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.08B vs. BIVSX (844M). BIVSX pays higher dividends than CPCLX: BIVSX (2.24) vs CPCLX (0.50). 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 : 4.07 vs. CPCLX (-1.80). BIVSX return over 5 years is better than : 20.93 vs. CPCLX (18.67).
| 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 | 3.733 | 4.713 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 2500 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 844M | 1.08B | 78% |
| Annual Yield % from dividends | 2.24 | 0.50 | 448% |
| Returns for 1 year | 4.07 | -1.80 | -226% |
| Returns for 3 years | -11.19 | 16.98 | -66% |
| Returns for 5 years | 20.93 | 18.67 | 112% |
| Returns for 10 years | N/A | 63.10 | - |
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