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BIVSX vs CPCLX
BIVSX vs CPCLX Comparison
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BIVSX vs CPCLX Comparison Chart in %
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BIVSX vs. CPCLX commentary
Jul 09, 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 Buy and CPCLX is a Buy.
FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.11B vs. BIVSX (621M). BIVSX pays higher dividends than CPCLX: BIVSX (2.94) 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). BIVSX annual gain was more profitable for investors over the last year : -0.70 vs. CPCLX (-4.58). CPCLX (11.63) and BIVSX (11.17) have equivalent 5 years return.
| 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 | -3.231 | 1.146 | -282% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 2500 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 621M | 1.11B | 56% |
| Annual Yield % from dividends | 2.94 | 0.53 | 557% |
| Returns for 1 year | -0.70 | -4.58 | 15% |
| Returns for 3 years | -16.09 | 10.81 | -149% |
| Returns for 5 years | 11.17 | 11.63 | 96% |
| Returns for 10 years | N/A | 72.78 | - |
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