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BIVSX vs CPCLX
BIVSX vs CPCLX Comparison
Open Charts BIVSX vs CPCLX
Invenomic Super Institutional
Price$17.79
Change-$0.05 (-0.28%)
VolumeN/A
Net Assets960.7M
Calamos Phineus Long/Short C
Price$16.78
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets1.13B
BIVSX vs CPCLX Comparison Chart in %
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BIVSX vs. CPCLX commentary
Jul 28, 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 Buy and CPCLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.13B vs. BIVSX (961M). 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 : 8.22 vs. BIVSX (3.83). BIVSX return over 5 years is better than : 77.09 vs. CPCLX (56.13).
| 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 | 1.368 | 11.052 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 2500 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 961M | 1.13B | 85% |
| Annual Yield % from dividends | 4.32 | 2.85 | 151% |
| Returns for 1 year | 3.83 | 8.22 | 47% |
| Returns for 3 years | -20.01 | 25.96 | -77% |
| Returns for 5 years | 77.09 | 56.13 | 137% |
| Returns for 10 years | N/A | N/A | - |