BLUEX
Price
$40.42
Change
+$0.47 (+1.18%)
Updated
Aug 19 closing price
Net Assets
89.65M
CPCLX
Price
$16.71
Change
-$0.04 (-0.24%)
Updated
Aug 19 closing price
Net Assets
1.12B
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BLUEX vs CPCLX

BLUEX vs CPCLX Comparison Chart in %
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BLUEX vs. CPCLX commentary
Aug 20, 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 Hold.

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FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.12B vs. BLUEX (89.7M). CPCLX pays higher dividends than BLUEX: CPCLX (0.51) vs BLUEX (0.32). 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 : 0.05 vs. BLUEX (-1.25). CPCLX return over 5 years is better than : 21.88 vs. BLUEX (-2.96).
BLUEXCPCLXBLUEX / CPCLX
Total Expense Ratio1.173.0538%
Annual Report Gross Expense Ratio1.253.0541%
Fund Existence36 years10 years-
Gain YTD-0.3996.433-6%
Front LoadN/AN/A-
Min. Initial Investment2000250080%
Min. Initial Investment IRAN/AN/A-
Net Assets89.7M1.12B8%
Annual Yield % from dividends0.320.5162%
Returns for 1 year-1.250.05-2,618%
Returns for 3 years15.7818.1787%
Returns for 5 years-2.9621.88-14%
Returns for 10 years10.3969.1515%
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