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BLUEX vs CPCLX
BLUEX vs CPCLX Comparison
Open Charts BLUEX vs CPCLX
AMG Veritas Global Real Return I
Price$40.71
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets100.15M
Calamos Phineus Long/Short C
Price$16.43
Change-$0.06 (-0.36%)
VolumeN/A
Net Assets1.13B
BLUEX vs CPCLX Comparison Chart in %
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BLUEX 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 BLUEX is a Buy and CPCLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.13B vs. BLUEX (100M). CPCLX pays higher dividends than BLUEX: CPCLX (2.82) vs BLUEX (0.28). BLUEX was incepted earlier than CPCLX: BLUEX (35 years) vs CPCLX (10 years). CPCLX (3.19) is less costly to investors than BLUEX (1.24). CPCLX is a more actively managed with annual turnover of: 342.00 vs. BLUEX (33.00). BLUEX has a lower initial minimum investment than CPCLX: BLUEX (2000) vs CPCLX (2500). CPCLX annual gain was more profitable for investors over the last year : 5.37 vs. BLUEX (4.38). CPCLX return over 5 years is better than : 54.53 vs. BLUEX (-30.58).
| BLUEX | CPCLX | BLUEX / CPCLX | |
| Total Expense Ratio | 1.16 | 3.19 | 36% |
| Annual Report Gross Expense Ratio | 1.24 | 3.19 | 39% |
| Fund Existence | 35 years | 10 years | - |
| Gain YTD | 5.685 | 8.736 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100M | 1.13B | 9% |
| Annual Yield % from dividends | 0.28 | 2.82 | 10% |
| Returns for 1 year | 4.38 | 5.37 | 82% |
| Returns for 3 years | 18.91 | 26.25 | 72% |
| Returns for 5 years | -30.58 | 54.53 | -56% |
| Returns for 10 years | 17.67 | N/A | - |
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