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BIVIX vs CPCLX
BIVIX vs CPCLX Comparison
Open Charts BIVIX vs CPCLX
Invenomic Institutional
Price$17.50
Change-$0.08 (-0.46%)
VolumeN/A
Net Assets967.46M
Calamos Phineus Long/Short C
Price$16.75
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets1.11B
BIVIX vs CPCLX Comparison Chart in %
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BIVIX vs. CPCLX commentary
Jul 07, 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 StrongBuy and CPCLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.11B vs. BIVIX (967M). BIVIX pays higher dividends than CPCLX: BIVIX (4.07) vs CPCLX (2.85). BIVIX was incepted earlier than CPCLX: BIVIX (8 years) vs CPCLX (9 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 : 9.82 vs. BIVIX (5.74). BIVIX return over 5 years is better than : 80.46 vs. CPCLX (55.44).
| 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 | 9 years | - |
| Gain YTD | 1.098 | 10.854 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 2500 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 967M | 1.11B | 87% |
| Annual Yield % from dividends | 4.07 | 2.85 | 143% |
| Returns for 1 year | 5.74 | 9.82 | 58% |
| Returns for 3 years | -21.96 | 27.76 | -79% |
| Returns for 5 years | 80.46 | 55.44 | 145% |
| Returns for 10 years | N/A | N/A | - |
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