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BLUEX vs CPCLX
BLUEX vs CPCLX Comparison
Open Charts BLUEX vs CPCLX
AMG Veritas Global Real Return I
Price$39.41
Change+$0.13 (+0.33%)
VolumeN/A
Net Assets98.32M
Calamos Phineus Long/Short C
Price$16.78
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.13B
BLUEX vs CPCLX Comparison Chart in %
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BLUEX vs. CPCLX commentary
Aug 08, 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 Buy and CPCLX is a Buy.
FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.13B vs. BLUEX (98.3M). CPCLX pays higher dividends than BLUEX: CPCLX (2.83) vs BLUEX (0.28). 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 : 9.53 vs. BLUEX (4.15). CPCLX return over 5 years is better than : 57.40 vs. BLUEX (-27.78).
| 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 | 1.973 | 11.052 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.3M | 1.13B | 9% |
| Annual Yield % from dividends | 0.28 | 2.83 | 10% |
| Returns for 1 year | 4.15 | 9.53 | 44% |
| Returns for 3 years | 2.61 | 19.58 | 13% |
| Returns for 5 years | -27.78 | 57.40 | -48% |
| Returns for 10 years | 7.95 | N/A | - |
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