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BIVIX vs CPCLX
BIVIX vs CPCLX Comparison
Open Charts BIVIX vs CPCLX
Calamos Phineus Long/Short C
Price$16.73
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.14B
BIVIX vs CPCLX Comparison Chart in %
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BIVIX vs. CPCLX commentary
Sep 08, 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 Buy and CPCLX is a Buy.
FUNDAMENTALS
Fundamentals
CPCLX (1.14B) and BIVIX (1.09B) have equal amount of cash in the bank . BIVIX pays higher dividends than CPCLX: BIVIX (3.74) vs CPCLX (2.80). 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 : 8.91 vs. BIVIX (6.40). BIVIX return over 5 years is better than : 75.64 vs. CPCLX (53.70).
| 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 | 7.048 | 10.986 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 2500 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 1.14B | 96% |
| Annual Yield % from dividends | 3.74 | 2.80 | 134% |
| Returns for 1 year | 6.40 | 8.91 | 72% |
| Returns for 3 years | -15.68 | 25.17 | -62% |
| Returns for 5 years | 75.64 | 53.70 | 141% |
| Returns for 10 years | N/A | N/A | - |
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