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BIVIX vs CPCLX
BIVIX vs CPCLX Comparison
Open Charts BIVIX vs CPCLX
Invenomic Institutional
Price$16.76
Change+$0.21 (+1.27%)
VolumeN/A
Net Assets968.68M
Calamos Phineus Long/Short C
Price$16.26
Change-$0.10 (-0.61%)
VolumeN/A
Net Assets1.17B
BIVIX vs CPCLX Comparison Chart in %
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BIVIX vs. CPCLX commentary
Jan 16, 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 BIVIX is a Hold and CPCLX is a Hold.
FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.17B vs. BIVIX (969M). BIVIX pays higher dividends than CPCLX: BIVIX (2.20) vs CPCLX (0.53). BIVIX was incepted earlier than CPCLX: BIVIX (9 years) vs CPCLX (10 years). CPCLX (3.19) and BIVIX (3.17) have similar cost to investors . CPCLX is a more actively managed with annual turnover of: 342.00 vs. BIVIX (170.00). CPCLX has a lower initial minimum investment than BIVIX: CPCLX (2500) vs BIVIX (50000). CPCLX annual gain was more profitable for investors over the last year : 6.49 vs. BIVIX (-0.53). BIVIX return over 5 years is better than : 40.81 vs. CPCLX (28.25).
| BIVIX | CPCLX | BIVIX / CPCLX | |
| Total Expense Ratio | 3.17 | 3.19 | 99% |
| Annual Report Gross Expense Ratio | 3.17 | 3.19 | 99% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | -5.311 | 3.567 | -149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 2500 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 969M | 1.17B | 83% |
| Annual Yield % from dividends | 2.20 | 0.53 | 417% |
| Returns for 1 year | -0.53 | 6.49 | -8% |
| Returns for 3 years | -15.94 | 15.54 | -103% |
| Returns for 5 years | 40.81 | 28.25 | 144% |
| Returns for 10 years | N/A | N/A | - |
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