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BIVIX vs CPCLX
BIVIX vs CPCLX Comparison
Open Charts BIVIX vs CPCLX
Invenomic Institutional
Price$16.97
Change-$0.18 (-1.05%)
VolumeN/A
Net Assets947.41M
Calamos Phineus Long/Short C
Price$16.14
Change-$0.07 (-0.43%)
VolumeN/A
Net Assets1.07B
BIVIX vs CPCLX Comparison Chart
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BIVIX vs. CPCLX commentary
Jun 15, 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: 1.07B vs. BIVIX (947M). BIVIX pays higher dividends than CPCLX: BIVIX (4.06) vs CPCLX (2.95). 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 : 6.22 vs. BIVIX (1.24). BIVIX return over 5 years is better than : 65.71 vs. CPCLX (44.62).
| 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 | -1.964 | 6.817 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 2500 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 947M | 1.07B | 88% |
| Annual Yield % from dividends | 4.06 | 2.95 | 138% |
| Returns for 1 year | 1.24 | 6.22 | 20% |
| Returns for 3 years | -28.23 | 22.39 | -126% |
| Returns for 5 years | 65.71 | 44.62 | 147% |
| Returns for 10 years | N/A | N/A | - |
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