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BIVSX vs CPCLX
BIVSX vs CPCLX Comparison
Open Charts BIVSX vs CPCLX
Invenomic Super Institutional
Price$16.98
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets979.36M
Calamos Phineus Long/Short C
Price$16.43
Change-$0.06 (-0.36%)
VolumeN/A
Net Assets1.13B
BIVSX vs CPCLX Comparison Chart in %
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BIVSX 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 BIVSX is a Hold and CPCLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.13B vs. BIVSX (979M). BIVSX pays higher dividends than CPCLX: BIVSX (4.21) vs CPCLX (2.82). BIVSX was incepted earlier than CPCLX: BIVSX (6 years) vs CPCLX (10 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 : 5.37 vs. BIVSX (1.84). BIVSX return over 5 years is better than : 73.54 vs. CPCLX (54.53).
| 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 | 10 years | - |
| Gain YTD | -3.248 | 8.736 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 2500 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 979M | 1.13B | 87% |
| Annual Yield % from dividends | 4.21 | 2.82 | 149% |
| Returns for 1 year | 1.84 | 5.37 | 34% |
| Returns for 3 years | -24.32 | 26.25 | -93% |
| Returns for 5 years | 73.54 | 54.53 | 135% |
| Returns for 10 years | N/A | N/A | - |
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