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BIVIX vs CPCLX
BIVIX vs CPCLX Comparison
Open Charts BIVIX vs CPCLX
Invenomic Institutional
Price$16.72
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets979.36M
Calamos Phineus Long/Short C
Price$16.43
Change-$0.06 (-0.36%)
VolumeN/A
Net Assets1.13B
BIVIX vs CPCLX Comparison Chart in %
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BIVIX vs. CPCLX commentary
Oct 20, 2025
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.13B vs. BIVIX (979M). BIVIX pays higher dividends than CPCLX: BIVIX (3.97) vs CPCLX (2.82). BIVIX was incepted earlier than CPCLX: BIVIX (8 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 : 5.37 vs. BIVIX (1.61). BIVIX return over 5 years is better than : 70.60 vs. CPCLX (54.53).
| BIVIX | CPCLX | BIVIX / CPCLX | |
| Total Expense Ratio | 3.17 | 3.19 | 99% |
| Annual Report Gross Expense Ratio | 3.17 | 3.19 | 99% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | -3.408 | 8.736 | -39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 2500 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 979M | 1.13B | 87% |
| Annual Yield % from dividends | 3.97 | 2.82 | 141% |
| Returns for 1 year | 1.61 | 5.37 | 30% |
| Returns for 3 years | -25.19 | 26.25 | -96% |
| Returns for 5 years | 70.60 | 54.53 | 129% |
| Returns for 10 years | N/A | N/A | - |
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