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BLUEX vs CPCLX
BLUEX vs CPCLX Comparison
Open Charts BLUEX vs CPCLX
AMG Veritas Global Real Return I
Price$40.13
Change-$0.09 (-0.22%)
VolumeN/A
Net Assets100.85M
Calamos Phineus Long/Short C
Price$16.05
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets1.06B
BLUEX vs CPCLX Comparison Chart
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BLUEX vs. CPCLX commentary
Jun 07, 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: 1.06B vs. BLUEX (101M). CPCLX pays higher dividends than BLUEX: CPCLX (2.95) 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 : 7.87 vs. CPCLX (4.36). CPCLX return over 5 years is better than : 34.85 vs. BLUEX (-16.43).
| 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 | 4.413 | 6.287 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 1.06B | 9% |
| Annual Yield % from dividends | 0.28 | 2.95 | 9% |
| Returns for 1 year | 7.87 | 4.36 | 180% |
| Returns for 3 years | 6.37 | 12.98 | 49% |
| Returns for 5 years | -16.43 | 34.85 | -47% |
| Returns for 10 years | 12.73 | N/A | - |
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