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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
Jun 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 Buy and CPCLX is a Hold.
FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.09B vs. BLUEX (84.9M). CPCLX pays higher dividends than BLUEX: CPCLX (0.53) vs BLUEX (0.33). BLUEX was incepted earlier than CPCLX: BLUEX (35 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 : -3.43 vs. BLUEX (-6.14). CPCLX return over 5 years is better than : 8.56 vs. BLUEX (-9.39).
| BLUEX | CPCLX | BLUEX / CPCLX | |
| Total Expense Ratio | 1.17 | 3.05 | 38% |
| Annual Report Gross Expense Ratio | 1.25 | 3.05 | 41% |
| Fund Existence | 35 years | 10 years | - |
| Gain YTD | -7.130 | -0.573 | 1,244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.9M | 1.09B | 8% |
| Annual Yield % from dividends | 0.33 | 0.53 | 62% |
| Returns for 1 year | -6.14 | -3.43 | 179% |
| Returns for 3 years | 8.03 | 5.13 | 156% |
| Returns for 5 years | -9.39 | 8.56 | -110% |
| Returns for 10 years | 7.29 | 62.25 | 12% |
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