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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+$0.16 (+0.41%)
VolumeN/A
Net Assets97.13M
Calamos Phineus Long/Short C
Price$15.34
Change-$0.10 (-0.65%)
VolumeN/A
Net Assets1.03B
BLUEX vs CPCLX Comparison Chart
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BLUEX vs. CPCLX commentary
Jan 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 Buy and CPCLX is a Hold.
FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.04B vs. BLUEX (97.1M). 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 : 7.47 vs. CPCLX (4.91). CPCLX return over 5 years is better than : 39.61 vs. BLUEX (-19.88).
| 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 | 0.597 | 1.522 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.1M | 1.04B | 9% |
| Annual Yield % from dividends | 0.03 | 0.90 | 3% |
| Returns for 1 year | 7.47 | 4.91 | 152% |
| Returns for 3 years | -2.15 | 3.98 | -54% |
| Returns for 5 years | -19.88 | 39.61 | -50% |
| Returns for 10 years | 11.34 | N/A | - |
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