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BIVSX vs CPCLX
BIVSX vs CPCLX Comparison
Open Charts BIVSX vs CPCLX
Invenomic Super Institutional
Price$17.76
Change-$0.09 (-0.50%)
VolumeN/A
Net Assets967.46M
Calamos Phineus Long/Short C
Price$16.75
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets1.11B
BIVSX vs CPCLX Comparison Chart in %
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BIVSX 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 BIVSX is a StrongBuy and CPCLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.11B vs. BIVSX (967M). BIVSX pays higher dividends than CPCLX: BIVSX (4.32) vs CPCLX (2.85). BIVSX was incepted earlier than CPCLX: BIVSX (6 years) vs CPCLX (9 years). CPCLX (3.19) is less costly to investors than BIVSX (2.92). CPCLX is a more actively managed with annual turnover of: 342.00 vs. BIVSX (170.00). CPCLX has a lower initial minimum investment than BIVSX: CPCLX (2500) vs BIVSX (50000000). CPCLX annual gain was more profitable for investors over the last year : 9.82 vs. BIVSX (5.97). BIVSX return over 5 years is better than : 83.62 vs. CPCLX (55.44).
| BIVSX | CPCLX | BIVSX / CPCLX | |
| Total Expense Ratio | 2.92 | 3.19 | 92% |
| Annual Report Gross Expense Ratio | 2.92 | 3.19 | 92% |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | 1.197 | 10.854 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 2500 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 967M | 1.11B | 87% |
| Annual Yield % from dividends | 4.32 | 2.85 | 151% |
| Returns for 1 year | 5.97 | 9.82 | 61% |
| Returns for 3 years | -21.04 | 27.76 | -76% |
| Returns for 5 years | 83.62 | 55.44 | 151% |
| Returns for 10 years | N/A | N/A | - |
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