BLUEX
Price
$38.35
Change
+$0.04 (+0.10%)
Updated
Jul 10 closing price
Net Assets
86.92M
CPCLX
Price
$15.92
Change
+$0.02 (+0.13%)
Updated
Jul 10 closing price
Net Assets
1.1B
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BLUEX vs CPCLX

BLUEX vs CPCLX Comparison Chart in %
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BLUEX vs. CPCLX commentary
Jul 11, 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 Buy.

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FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.1B vs. BLUEX (86.9M). 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). CPCLX annual gain was more profitable for investors over the last year : -4.85 vs. BLUEX (-5.83). CPCLX return over 5 years is better than : 11.91 vs. BLUEX (-6.96).
BLUEXCPCLXBLUEX / CPCLX
Total Expense Ratio1.173.0538%
Annual Report Gross Expense Ratio1.253.0541%
Fund Existence36 years10 years-
Gain YTD-4.4881.401-320%
Front LoadN/AN/A-
Min. Initial Investment2000250080%
Min. Initial Investment IRAN/AN/A-
Net Assets86.9M1.1B8%
Annual Yield % from dividends0.330.5363%
Returns for 1 year-5.83-4.85120%
Returns for 3 years11.3810.13112%
Returns for 5 years-6.9611.91-58%
Returns for 10 years6.4667.8010%
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