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BLUEX vs CPCLX
BLUEX vs CPCLX Comparison
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BLUEX vs CPCLX Comparison Chart in %
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BLUEX vs. CPCLX commentary
Sep 12, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.08B vs. BLUEX (86.3M). CPCLX pays higher dividends than BLUEX: CPCLX (0.50) vs BLUEX (0.31). BLUEX was incepted earlier than CPCLX: BLUEX (36 years) vs CPCLX (10 years). CPCLX (3.05) is less costly to investors than BLUEX (1.25). CPCLX is a more actively managed with annual turnover of: 347.00 vs. BLUEX (30.00). 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 : -1.80 vs. BLUEX (-4.52). CPCLX return over 5 years is better than : 18.67 vs. BLUEX (-6.12).
| BLUEX | CPCLX | BLUEX / CPCLX | |
| Total Expense Ratio | 1.17 | 3.05 | 38% |
| Annual Report Gross Expense Ratio | 1.25 | 3.05 | 41% |
| Fund Existence | 36 years | 10 years | - |
| Gain YTD | -3.366 | 4.713 | -71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.3M | 1.08B | 8% |
| Annual Yield % from dividends | 0.31 | 0.50 | 62% |
| Returns for 1 year | -4.52 | -1.80 | 251% |
| Returns for 3 years | 11.18 | 16.98 | 66% |
| Returns for 5 years | -6.12 | 18.67 | -33% |
| Returns for 10 years | 10.02 | 63.10 | 16% |
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