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BLUEX vs CPCLX
BLUEX vs CPCLX Comparison
Open Charts BLUEX vs CPCLX
AMG Veritas Global Real Return I
Price$38.91
Change-$0.40 (-1.02%)
VolumeN/A
Net Assets96.66M
Calamos Phineus Long/Short C
Price$15.30
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets1.02B
BLUEX vs CPCLX Comparison Chart
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BLUEX vs. CPCLX commentary
Feb 23, 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 Hold and CPCLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.02B vs. BLUEX (96.7M). CPCLX pays higher dividends than BLUEX: CPCLX (0.90) vs BLUEX (0.03). BLUEX was incepted earlier than CPCLX: BLUEX (34 years) vs CPCLX (9 years). CPCLX is a more actively managed with annual turnover of: 194.00 vs. BLUEX (34.00). BLUEX has a lower initial minimum investment than CPCLX: BLUEX (2000) vs CPCLX (2500). BLUEX annual gain was more profitable for investors over the last year : 5.09 vs. CPCLX (2.99). CPCLX return over 5 years is better than : 44.29 vs. BLUEX (-20.82).
| BLUEX | CPCLX | BLUEX / CPCLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 34 years | 9 years | - |
| Gain YTD | 1.012 | 1.257 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.7M | 1.02B | 9% |
| Annual Yield % from dividends | 0.03 | 0.90 | 3% |
| Returns for 1 year | 5.09 | 2.99 | 170% |
| Returns for 3 years | -0.39 | 1.34 | -29% |
| Returns for 5 years | -20.82 | 44.29 | -47% |
| Returns for 10 years | 6.68 | N/A | - |
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