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BIVRX vs CPCLX
BIVRX vs CPCLX Comparison
Open Charts BIVRX vs CPCLX
Calamos Phineus Long/Short C
Price$16.75
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets1.11B
BIVRX vs CPCLX Comparison Chart in %
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BIVRX 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 BIVRX is a StrongBuy and CPCLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.11B vs. BIVRX (967M). BIVRX pays higher dividends than CPCLX: BIVRX (3.66) vs CPCLX (2.85). BIVRX was incepted earlier than CPCLX: BIVRX (8 years) vs CPCLX (9 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 : 9.82 vs. BIVRX (5.54). BIVRX return over 5 years is better than : 76.77 vs. CPCLX (55.44).
| 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 | 9 years | - |
| Gain YTD | 1.002 | 10.854 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 967M | 1.11B | 87% |
| Annual Yield % from dividends | 3.66 | 2.85 | 128% |
| Returns for 1 year | 5.54 | 9.82 | 56% |
| Returns for 3 years | -23.11 | 27.76 | -83% |
| Returns for 5 years | 76.77 | 55.44 | 138% |
| Returns for 10 years | N/A | N/A | - |
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