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BIVRX vs CPCLX
BIVRX vs CPCLX Comparison
Open Charts BIVRX vs CPCLX
Calamos Phineus Long/Short C
Price$16.43
Change-$0.06 (-0.36%)
VolumeN/A
Net Assets1.13B
BIVRX vs CPCLX Comparison Chart in %
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BIVRX vs. CPCLX commentary
Oct 19, 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 BIVRX is a Hold and CPCLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.13B vs. BIVRX (979M). BIVRX pays higher dividends than CPCLX: BIVRX (3.57) vs CPCLX (2.82). BIVRX was incepted earlier than CPCLX: BIVRX (8 years) vs CPCLX (10 years). BIVRX (3.42) is less costly to investors than CPCLX (3.19). CPCLX is a more actively managed with annual turnover of: 342.00 vs. BIVRX (170.00). CPCLX has a lower initial minimum investment than BIVRX: CPCLX (2500) vs BIVRX (5000). CPCLX annual gain was more profitable for investors over the last year : 5.37 vs. BIVRX (1.40). BIVRX return over 5 years is better than : 67.25 vs. CPCLX (54.53).
| BIVRX | CPCLX | BIVRX / CPCLX | |
| Total Expense Ratio | 3.42 | 3.19 | 107% |
| Annual Report Gross Expense Ratio | 3.42 | 3.19 | 107% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | -3.597 | 8.736 | -41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 979M | 1.13B | 87% |
| Annual Yield % from dividends | 3.57 | 2.82 | 126% |
| Returns for 1 year | 1.40 | 5.37 | 26% |
| Returns for 3 years | -26.30 | 26.25 | -100% |
| Returns for 5 years | 67.25 | 54.53 | 123% |
| Returns for 10 years | N/A | N/A | - |
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