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BLUEX vs CPCLX
BLUEX vs CPCLX Comparison
Open Charts BLUEX vs CPCLX
AMG Veritas Global Real Return I
Price$38.82
Change-$1.72 (-4.24%)
VolumeN/A
Net Assets93.02M
Calamos Phineus Long/Short C
Price$15.86
Change-$0.66 (-4.00%)
VolumeN/A
Net Assets1.15B
BLUEX vs CPCLX Comparison Chart in %
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BLUEX vs. CPCLX commentary
Feb 04, 2026
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 Hold and CPCLX is a Buy.
FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.15B vs. BLUEX (93M). CPCLX pays higher dividends than BLUEX: CPCLX (0.52) vs BLUEX (0.32). 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: 347.00 vs. BLUEX (30.00). 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 : 1.62 vs. BLUEX (-2.82). CPCLX return over 5 years is better than : 23.51 vs. BLUEX (-26.75).
| 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 | -3.216 | 1.019 | -316% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93M | 1.15B | 8% |
| Annual Yield % from dividends | 0.32 | 0.52 | 61% |
| Returns for 1 year | -2.82 | 1.62 | -174% |
| Returns for 3 years | 17.13 | 10.74 | 159% |
| Returns for 5 years | -26.75 | 23.51 | -114% |
| Returns for 10 years | 27.41 | N/A | - |
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