BLUEX
Price
$39.59
Change
-$0.02 (-0.05%)
Updated
Jul 30 closing price
Net Assets
89.34M
CPCLX
Price
$16.16
Change
+$0.09 (+0.56%)
Updated
Jul 30 closing price
Net Assets
1.09B
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BLUEX vs CPCLX

BLUEX vs CPCLX Comparison Chart in %
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BLUEX vs. CPCLX commentary
Jul 31, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.09B vs. BLUEX (89.3M). CPCLX pays higher dividends than BLUEX: CPCLX (0.53) vs BLUEX (0.33). 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). BLUEX annual gain was more profitable for investors over the last year : 0.64 vs. CPCLX (-2.78). CPCLX return over 5 years is better than : 15.61 vs. BLUEX (-4.78).
BLUEXCPCLXBLUEX / CPCLX
Total Expense Ratio1.173.0538%
Annual Report Gross Expense Ratio1.253.0541%
Fund Existence36 years10 years-
Gain YTD-1.2472.930-43%
Front LoadN/AN/A-
Min. Initial Investment2000250080%
Min. Initial Investment IRAN/AN/A-
Net Assets89.3M1.09B8%
Annual Yield % from dividends0.330.5363%
Returns for 1 year0.64-2.78-23%
Returns for 3 years12.0512.09100%
Returns for 5 years-4.7815.61-31%
Returns for 10 years9.9666.8115%
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