BLUEX
Price
$40.56
Change
+$0.02 (+0.05%)
Updated
Sep 5 closing price
Net Assets
100.58M
CPCLX
Price
$16.73
Change
+$0.01 (+0.06%)
Updated
Sep 4 closing price
Net Assets
1.14B
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BLUEX vs CPCLX

Header iconBLUEX vs CPCLX Comparison
Open Charts BLUEX vs CPCLXBanner chart's image
AMG Veritas Global Real Return I
Price$40.56
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets100.58M
Calamos Phineus Long/Short C
Price$16.73
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.14B
BLUEX vs CPCLX Comparison Chart in %
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BLUEX vs. CPCLX commentary
Sep 08, 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 Buy.

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FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.14B vs. BLUEX (101M). CPCLX pays higher dividends than BLUEX: CPCLX (2.80) vs BLUEX (0.27). BLUEX was incepted earlier than CPCLX: BLUEX (35 years) vs CPCLX (9 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 : 8.91 vs. BLUEX (4.21). CPCLX return over 5 years is better than : 53.70 vs. BLUEX (-24.49).
BLUEXCPCLXBLUEX / CPCLX
Total Expense Ratio1.163.1936%
Annual Report Gross Expense Ratio1.243.1939%
Fund Existence35 years9 years-
Gain YTD5.29610.98648%
Front LoadN/AN/A-
Min. Initial Investment2000250080%
Min. Initial Investment IRAN/AN/A-
Net Assets101M1.14B9%
Annual Yield % from dividends0.272.8010%
Returns for 1 year4.218.9147%
Returns for 3 years12.2725.1749%
Returns for 5 years-24.4953.70-46%
Returns for 10 years17.63N/A-
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