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BLUEX vs CPCLX
BLUEX vs CPCLX Comparison
Open Charts BLUEX vs CPCLX
AMG Veritas Global Real Return I
Price$39.98
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets101.58M
Calamos Phineus Long/Short C
Price$15.74
Change+$0.11 (+0.70%)
VolumeN/A
Net Assets1.03B
BLUEX vs CPCLX Comparison Chart
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BLUEX vs. CPCLX commentary
May 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.03B vs. BLUEX (102M). CPCLX pays higher dividends than BLUEX: CPCLX (3.06) vs BLUEX (0.28). BLUEX was incepted earlier than CPCLX: BLUEX (34 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). BLUEX annual gain was more profitable for investors over the last year : 7.40 vs. CPCLX (0.70). CPCLX return over 5 years is better than : 53.30 vs. BLUEX (-11.03).
| BLUEX | CPCLX | BLUEX / CPCLX | |
| Total Expense Ratio | 1.16 | 3.19 | 36% |
| Annual Report Gross Expense Ratio | 1.24 | 3.19 | 39% |
| Fund Existence | 34 years | 9 years | - |
| Gain YTD | 3.842 | 4.169 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 1.03B | 10% |
| Annual Yield % from dividends | 0.28 | 3.06 | 9% |
| Returns for 1 year | 7.40 | 0.70 | 1,059% |
| Returns for 3 years | 8.45 | 17.48 | 48% |
| Returns for 5 years | -11.03 | 53.30 | -21% |
| Returns for 10 years | 11.53 | N/A | - |
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