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BLUEX vs CPCLX
BLUEX vs CPCLX Comparison
Open Charts BLUEX vs CPCLX
AMG Veritas Global Real Return I
Price$40.35
Change-$0.27 (-0.66%)
VolumeN/A
Net Assets100.27M
Calamos Phineus Long/Short C
Price$16.84
Change+$0.14 (+0.84%)
VolumeN/A
Net Assets1.14B
BLUEX vs CPCLX Comparison Chart in %
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BLUEX vs. CPCLX commentary
Sep 19, 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 BLUEX is a StrongBuy and CPCLX is a Buy.
FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.14B vs. BLUEX (100M). CPCLX pays higher dividends than BLUEX: CPCLX (2.80) vs BLUEX (0.27). BLUEX was incepted earlier than CPCLX: BLUEX (35 years) vs CPCLX (9 years). CPCLX (3.19) is less costly to investors than BLUEX (1.24). CPCLX is a more actively managed with annual turnover of: 342.00 vs. BLUEX (33.00). BLUEX has a lower initial minimum investment than CPCLX: BLUEX (2000) vs CPCLX (2500). CPCLX annual gain was more profitable for investors over the last year : 9.36 vs. BLUEX (3.20). CPCLX return over 5 years is better than : 55.72 vs. BLUEX (-23.16).
| BLUEX | CPCLX | BLUEX / CPCLX | |
| Total Expense Ratio | 1.16 | 3.19 | 36% |
| Annual Report Gross Expense Ratio | 1.24 | 3.19 | 39% |
| Fund Existence | 35 years | 9 years | - |
| Gain YTD | 5.452 | 11.449 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100M | 1.14B | 9% |
| Annual Yield % from dividends | 0.27 | 2.80 | 10% |
| Returns for 1 year | 3.20 | 9.36 | 34% |
| Returns for 3 years | 13.96 | 25.15 | 56% |
| Returns for 5 years | -23.16 | 55.72 | -42% |
| Returns for 10 years | 17.34 | N/A | - |
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